AAM
WR

Advisors Asset Management’s Westar Energy Inc WR Stock Holding History

Advisors Asset Management’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
-3,400
Closed -$192K – 1864
2016
Q4 		$192K Sell
3,400
-3,830
-53% -$218K ﹤0.01% 1381
2016
Q3 		$410K Sell
7,230
-15,579
-68% -$862K 0.01% 1155
2016
Q2 		$1.28M Sell
22,809
-9,098
-29% -$482K 0.02% 798
2016
Q1 		$1.58M Sell
31,907
-20,334
-39% -$907K 0.03% 707
2015
Q4 		$2.22M Sell
52,241
-9,937
-16% -$406K 0.04% 623
2015
Q3 		$2.39M Sell
62,178
-10,451
-14% -$386K 0.04% 569
2015
Q2 		$2.48M Sell
72,629
-1,410
-2% -$51.6K 0.03% 598
2015
Q1 		$2.87M Buy
74,039
+760
+1% +$30.6K 0.04% 539
2014
Q4 		$3.02M Buy
73,279
+2,780
+4% +$106K 0.04% 503
2014
Q3 		$2.4M Buy
70,499
+10,533
+18% +$381K 0.03% 552
2014
Q2 		$2.29M Buy
59,966
+8,800
+17% +$315K 0.03% 564
2014
Q1 		$1.8M Buy
51,166
+2,217
+5% +$74.6K 0.03% 579
2013
Q4 		$1.57M Buy
48,949
+6,348
+15% +$200K 0.03% 587
2013
Q3 		$1.31M Sell
42,601
-343
-0.8% -$11K 0.02% 601
2013
Q2 		$1.37M Buy
+42,944
New +$1.41M 0.03% 551

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

Advisors Asset Management's WR Position: Q1 2017 in Review

Advisors Asset Management sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 3,400 shares — an estimated $192K sold.

Advisors Asset Management first reported a position in WR in Q2 2013 and held it in 15 quarters. The position peaked at $3.02M in Q4 2014. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

  • Advisors Asset Management reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
  • Advisors Asset Management sold 3,400 Westar Energy Inc shares in Q1 2017, an estimated $192K.
  • Advisors Asset Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 15 quarters.
  • Advisors Asset Management's Westar Energy Inc position peaked at $3.02M in Q4 2014.
  • 383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on Advisors Asset Management's 13F filing for Q1 2017, filed 2 May 2017.