BIT
WR

BlackRock Institutional Trust’s Westar Energy Inc WR Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$254M Buy
4,514,322
+173,253
+4% +$9.85M 0.04% 484
2016
Q3 		$246M Buy
4,341,069
+24,638
+0.6% +$1.36M 0.04% 473
2016
Q2 		$242M Buy
4,316,431
+234,541
+6% +$12.4M 0.04% 475
2016
Q1 		$203M Sell
4,081,890
-9,895
-0.2% -$441K 0.03% 531
2015
Q4 		$174M Buy
4,091,785
+101,635
+3% +$4.16M 0.03% 598
2015
Q3 		$153M Buy
3,990,150
+255,790
+7% +$9.45M 0.03% 639
2015
Q2 		$128M Sell
3,734,360
-63,976
-2% -$2.34M 0.02% 758
2015
Q1 		$147M Buy
3,798,336
+137,892
+4% +$5.54M 0.02% 698
2014
Q4 		$151M Buy
3,660,444
+28,882
+0.8% +$1.1M 0.02% 665
2014
Q3 		$124M Sell
3,631,562
-5,795
-0.2% -$210K 0.02% 726
2014
Q2 		$139M Buy
3,637,357
+25,745
+0.7% +$922K 0.02% 706
2014
Q1 		$127M Buy
3,611,612
+107,974
+3% +$3.63M 0.02% 753
2013
Q4 		$113M Buy
3,503,638
+186,389
+6% +$5.88M 0.02% 795
2013
Q3 		$102M Sell
3,317,249
-107,612
-3% -$3.44M 0.02% 787
2013
Q2 		$109M Buy
+3,424,861
New +$112M 0.02% 703

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

BlackRock Institutional Trust's WR Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Westar Energy Inc (WR) stake by 4% in Q4 2016, buying an estimated $9.85M and bringing the position to 4,514,322 shares worth $254M. The position accounts for 0.04% of the portfolio, ranked #484.

BlackRock Institutional Trust first reported a position in WR in Q2 2013 and has held it in 15 quarters since. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • BlackRock Institutional Trust held 4,514,322 shares of Westar Energy Inc worth $254M as of Q4 2016.
  • BlackRock Institutional Trust bought 173,253 Westar Energy Inc shares in Q4 2016, an estimated $9.85M.
  • Westar Energy Inc made up 0.04% of BlackRock Institutional Trust's portfolio in Q4 2016, its #484 holding.
  • BlackRock Institutional Trust first reported a position in Westar Energy Inc in Q2 2013 and has held it in 15 quarters since.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.