W
WR

Wealthfront’s Westar Energy Inc WR Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-1,176
Closed -$45K – 1389
2015
Q3 		$45K Buy
1,176
+858
+270% +$31.7K ﹤0.01% 542
2015
Q2 		$11K Buy
318
+192
+152% +$7.02K ﹤0.01% 819
2015
Q1 		$5K Buy
126
+124
+6,200% +$4.99K ﹤0.01% 819
2014
Q4 		$0 Buy
+2
New +$76 ﹤0.01% 1209

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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealthfront's WR Position: Q4 2015 in Review

Wealthfront sold out of Westar Energy Inc (WR) in Q4 2015, closing a stake of 1,176 shares — an estimated $45K sold.

Wealthfront first reported a position in WR in Q4 2014 and held it in 4 quarters. The position peaked at $45K in Q3 2015. 333 funds tracked by Wall St. Rank hold WR as of Q4 2015.

  • Wealthfront reported no remaining Westar Energy Inc position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,176 Westar Energy Inc shares in Q4 2015, an estimated $45K.
  • Wealthfront first reported a position in Westar Energy Inc in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Westar Energy Inc position peaked at $45K in Q3 2015.
  • 333 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.