WA
WR

Waverly Advisors’s Westar Energy Inc WR Stock Holding History

Waverly 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
2013
Q4 		– Sell
-1,529
Closed -$47K – 875
2013
Q3 		$47K Buy
+1,529
New +$48.9K 0.02% 261

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Waverly Advisors's WR Position: Q4 2013 in Review

Waverly Advisors sold out of Westar Energy Inc (WR) in Q4 2013, closing a stake of 1,529 shares — an estimated $47K sold.

Waverly Advisors first reported a position in WR in Q3 2013 and held it in 1 quarter. The position peaked at $47K in Q3 2013. 299 funds tracked by Wall St. Rank hold WR as of Q4 2013.

  • Waverly Advisors reported no remaining Westar Energy Inc position as of Q4 2013 after selling out during the quarter.
  • Waverly Advisors sold 1,529 Westar Energy Inc shares in Q4 2013, an estimated $47K.
  • Waverly Advisors first reported a position in Westar Energy Inc in Q3 2013 and held it in 1 quarter.
  • Waverly Advisors's Westar Energy Inc position peaked at $47K in Q3 2013.
  • 299 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2013.

Based on Waverly Advisors's 13F filing for Q4 2013, filed 27 Jan 2014.