Wealth Enhancement Advisory Services
WR

Wealth Enhancement Advisory Services’s Westar Energy Inc WR Stock Holding History

Wealth Enhancement Advisory Services’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
-12,016
Closed -$677K – 198
2016
Q4 		$677K Buy
+12,016
New +$683K 0.08% 127

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

Wealth Enhancement Advisory Services's WR Position: Q1 2017 in Review

Wealth Enhancement Advisory Services sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 12,016 shares — an estimated $677K sold.

Wealth Enhancement Advisory Services first reported a position in WR in Q4 2016 and held it in 1 quarter. The position peaked at $677K in Q4 2016. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

  • Wealth Enhancement Advisory Services reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,016 Westar Energy Inc shares in Q1 2017, an estimated $677K.
  • Wealth Enhancement Advisory Services first reported a position in Westar Energy Inc in Q4 2016 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Westar Energy Inc position peaked at $677K in Q4 2016.
  • 383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2017, filed 18 Apr 2017.