TFA
WR

Transamerica Financial Advisors’s Westar Energy Inc WR Stock Holding History

Transamerica Financial 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
2014
Q1 		– Sell
-19,030
Closed -$613K – 690
2013
Q4 		$613K Sell
19,030
-2,718
-12% -$85.8K 0.07% 134
2013
Q3 		$667K Buy
21,748
+336
+2% +$10.7K 0.09% 125
2013
Q2 		$685K Buy
+21,412
New +$703K 0.11% 97

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Transamerica Financial Advisors's WR Position: Q1 2014 in Review

Transamerica Financial Advisors sold out of Westar Energy Inc (WR) in Q1 2014, closing a stake of 19,030 shares — an estimated $613K sold.

Transamerica Financial Advisors first reported a position in WR in Q2 2013 and held it in 3 quarters. The position peaked at $685K in Q2 2013. 312 funds tracked by Wall St. Rank hold WR as of Q1 2014.

  • Transamerica Financial Advisors reported no remaining Westar Energy Inc position as of Q1 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 19,030 Westar Energy Inc shares in Q1 2014, an estimated $613K.
  • Transamerica Financial Advisors first reported a position in Westar Energy Inc in Q2 2013 and held it in 3 quarters.
  • Transamerica Financial Advisors's Westar Energy Inc position peaked at $685K in Q2 2013.
  • 312 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2014.

Based on Transamerica Financial Advisors's 13F filing for Q1 2014, filed 15 Apr 2014.