SA
WR

SRH Advisors’s Westar Energy Inc WR Stock Holding History

SRH Advisors’s Portfolio WR Stock Details WR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$6K – 232
2016
Q4 		$6K Hold
100
– – 0.03% 139
2016
Q3 		$6K Hold
100
– – 0.03% 141
2016
Q2 		$6K Hold
100
– – 0.03% 140
2016
Q1 		$5K Hold
100
– – 0.03% 143
2015
Q4 		$4K Hold
100
– – 0.02% 150
2015
Q3 		$4K Hold
100
– – 0.02% 150
2015
Q2 		$3K Sell
100
-100
-50% -$3.66K 0.02% 164
2015
Q1 		$8K Hold
200
– – 0.05% 115
2014
Q4 		$8K Hold
200
– – 0.05% 116
2014
Q3 		$7K Hold
200
– – 0.05% 116
2014
Q2 		$8K Hold
200
– – 0.06% 107
2014
Q1 		$7K Hold
200
– – 0.06% 115
2013
Q4 		$6K Buy
+200
New +$6.31K 0.06% 120

Other funds holding WR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SRH Advisors's WR Position: Q1 2017 in Review

SRH Advisors sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 100 shares — an estimated $6K sold.

SRH Advisors first reported a position in WR in Q4 2013 and held it in 13 quarters. The position peaked at $8K in Q1 2015. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

  • SRH Advisors reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
  • SRH Advisors sold 100 Westar Energy Inc shares in Q1 2017, an estimated $6K.
  • SRH Advisors first reported a position in Westar Energy Inc in Q4 2013 and held it in 13 quarters.
  • SRH Advisors's Westar Energy Inc position peaked at $8K in Q1 2015.
  • 383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on SRH Advisors's 13F filing for Q1 2017, filed 15 May 2017.