UFA
WR

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

US 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
2016
Q2 		– Sell
-71
Closed -$4K – 488
2016
Q1 		$4K Hold
71
– – 0.01% 274
2015
Q4 		$3K Hold
71
– – ﹤0.01% 444
2015
Q3 		$3K Hold
71
– – 0.01% 379
2015
Q2 		$2K Buy
+71
New +$2.6K ﹤0.01% 427

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

US Financial Advisors's WR Position: Q2 2016 in Review

US Financial Advisors sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 71 shares — an estimated $4K sold.

US Financial Advisors first reported a position in WR in Q2 2015 and held it in 4 quarters. The position peaked at $4K in Q1 2016. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

  • US Financial Advisors reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 71 Westar Energy Inc shares in Q2 2016, an estimated $4K.
  • US Financial Advisors first reported a position in Westar Energy Inc in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Westar Energy Inc position peaked at $4K in Q1 2016.
  • 406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.