WA
WR

WESPAC Advisors’s Westar Energy Inc WR Stock Holding History

WESPAC 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
2015
Q2 		– Sell
-10,050
Closed -$390K – 136
2015
Q1 		$390K Sell
10,050
-130
-1% -$5.23K 0.3% 91
2014
Q4 		$420K Sell
10,180
-320
-3% -$12.2K 0.29% 80
2014
Q3 		$358K Buy
10,500
+1,230
+13% +$44.5K 0.29% 96
2014
Q2 		$354K Sell
9,270
-7,830
-46% -$281K 0.4% 86
2014
Q1 		$601K Sell
17,100
-425
-2% -$14.3K 0.52% 79
2013
Q4 		$564K Sell
17,525
-16,050
-48% -$507K 0.47% 89
2013
Q3 		$1.03M Sell
33,575
-2,300
-6% -$73.5K 1.2% 32
2013
Q2 		$1.15M Buy
+35,875
New +$1.18M 1.74% 20

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WESPAC Advisors's WR Position: Q2 2015 in Review

WESPAC Advisors sold out of Westar Energy Inc (WR) in Q2 2015, closing a stake of 10,050 shares — an estimated $390K sold.

WESPAC Advisors first reported a position in WR in Q2 2013 and held it in 8 quarters. The position peaked at $1.15M in Q2 2013. 298 funds tracked by Wall St. Rank hold WR as of Q2 2015.

  • WESPAC Advisors reported no remaining Westar Energy Inc position as of Q2 2015 after selling out during the quarter.
  • WESPAC Advisors sold 10,050 Westar Energy Inc shares in Q2 2015, an estimated $390K.
  • WESPAC Advisors first reported a position in Westar Energy Inc in Q2 2013 and held it in 8 quarters.
  • WESPAC Advisors's Westar Energy Inc position peaked at $1.15M in Q2 2013.
  • 298 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2015.

Based on WESPAC Advisors's 13F filing for Q2 2015, filed 16 Jul 2015.