WFG Advisors’s Westar Energy Inc WR Stock Holding History

WFG 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
2017 Q2	$19K	Hold	355	–	–	﹤0.01%	977
2017 Q1	$19K	Hold	355	–	–	0.01%	904
2016 Q4	$20K	Hold	355	–	–	﹤0.01%	945
2016 Q3	$20K	Hold	355	–	–	0.01%	955
2016 Q2	$20K	Sell	355 -406	-53%	-$21.5K	0.01%	922
2016 Q1	$38K	Buy	761 +3	+0.4%	+$134	0.01%	741
2015 Q4	$32K	Buy	758 +4	+0.5%	+$164	0.01%	783
2015 Q3	$29K	Buy	754 +4	+0.5%	+$148	0.01%	794
2015 Q2	$26K	Buy	750 +4	+0.5%	+$146	0.01%	912
2015 Q1	$29K	Sell	746 -181	-20%	-$7.28K	0.01%	897
2014 Q4	$38K	Buy	927 +4	+0.4%	+$153	0.01%	992
2014 Q3	$31K	Buy	923 +4	+0.4%	+$145	0.01%	1116
2014 Q2	$35K	Buy	919 +3	+0.3%	+$107	0.01%	1056
2014 Q1	$32K	Buy	916 +4	+0.4%	+$135	0.01%	1083
2013 Q4	$29K	Sell	912 -754	-45%	-$23.8K	﹤0.01%	1198
2013 Q3	$51K	Buy	1,666 +87	+6%	+$2.78K	0.01%	925
2013 Q2	$50K	Buy	+1,579	New	+$51.9K	0.01%	887

Other funds holding WR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

WFG Advisors's WR Position: Q2 2017 in Review

WFG Advisors held its Westar Energy Inc (WR) position steady in Q2 2017 at 355 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

WFG Advisors first reported a position in WR in Q2 2013 and has held it in 17 quarters since. The position peaked at $51K in Q3 2013. 345 funds tracked by Wall St. Rank hold WR as of Q2 2017.

WFG Advisors held 355 shares of Westar Energy Inc worth $19K as of Q2 2017.
WFG Advisors left its Westar Energy Inc share count unchanged in Q2 2017.
Westar Energy Inc made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #977 holding.
WFG Advisors first reported a position in Westar Energy Inc in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Westar Energy Inc position peaked at $51K in Q3 2013.
345 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.