Virtus Fund Advisers’s Westar Energy Inc WR Stock Holding History

Virtus Fund Advisers’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 Q1	–	Sell	-405	Closed	-$17K	–	886
2015 Q4	$17K	Buy	405 +80	+25%	+$3.27K	﹤0.01%	542
2015 Q3	$13K	Hold	325	–	–	﹤0.01%	582
2015 Q2	$11K	Sell	325 -2,170	-87%	-$79.3K	﹤0.01%	653
2015 Q1	$97K	Sell	2,495 -259	-9%	-$10.4K	﹤0.01%	530
2014 Q4	$114K	Hold	2,754	–	–	﹤0.01%	542
2014 Q3	$94K	Sell	2,754 -13,427	-83%	-$486K	﹤0.01%	614
2014 Q2	$618K	Buy	+16,181	New	+$580K	﹤0.01%	576

Other funds holding WR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Virtus Fund Advisers's WR Position: Q1 2016 in Review

Virtus Fund Advisers sold out of Westar Energy Inc (WR) in Q1 2016, closing a stake of 405 shares — an estimated $17K sold.

Virtus Fund Advisers first reported a position in WR in Q2 2014 and held it in 7 quarters. The position peaked at $618K in Q2 2014. 359 funds tracked by Wall St. Rank hold WR as of Q1 2016.

Virtus Fund Advisers reported no remaining Westar Energy Inc position as of Q1 2016 after selling out during the quarter.
Virtus Fund Advisers sold 405 Westar Energy Inc shares in Q1 2016, an estimated $17K.
Virtus Fund Advisers first reported a position in Westar Energy Inc in Q2 2014 and held it in 7 quarters.
Virtus Fund Advisers's Westar Energy Inc position peaked at $618K in Q2 2014.
359 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2016.

Based on Virtus Fund Advisers's 13F filing for Q1 2016, filed 11 May 2016.