WIL
WR

Winifred I. Li’s Westar Energy Inc WR Stock Holding History

Winifred I. Li’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
2014
Q2 		– Sell
-25
Closed -$1K – 418
2014
Q1 		$1K Hold
25
– – ﹤0.01% 395
2013
Q4 		$1K Hold
25
– – ﹤0.01% 389
2013
Q3 		$1K Sell
25
-25
-50% -$799 ﹤0.01% 378
2013
Q2 		$2K Buy
+50
New +$1.64K ﹤0.01% 373

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Winifred I. Li's WR Position: Q2 2014 in Review

Winifred I. Li sold out of Westar Energy Inc (WR) in Q2 2014, closing a stake of 25 shares — an estimated $1K sold.

Winifred I. Li first reported a position in WR in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q2 2013. 318 funds tracked by Wall St. Rank hold WR as of Q2 2014.

  • Winifred I. Li reported no remaining Westar Energy Inc position as of Q2 2014 after selling out during the quarter.
  • Winifred I. Li sold 25 Westar Energy Inc shares in Q2 2014, an estimated $1K.
  • Winifred I. Li first reported a position in Westar Energy Inc in Q2 2013 and held it in 4 quarters.
  • Winifred I. Li's Westar Energy Inc position peaked at $2K in Q2 2013.
  • 318 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2014.

Based on Winifred I. Li's 13F filing for Q2 2014, filed 11 Sep 2014.