Capstone Investment Advisors
WR

Capstone Investment Advisors’s Westar Energy Inc WR Stock Holding History

Capstone Investment 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 		– Sell
-8,221
Closed -$446K – 1109
2017
Q1 		$446K Sell
8,221
-9,504
-54% -$517K 0.01% 628
2016
Q4 		$998K Sell
17,725
-25,000
-59% -$1.42M 0.03% 420
2016
Q3 		$2.42M Sell
42,725
-175,000
-80% -$9.68M 0.05% 232
2016
Q2 		$12.2M Buy
217,725
+212,825
+4,343% +$11.3M 0.23% 76
2016
Q1 		$243K Buy
+4,900
New +$219K 0.01% 567

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Capstone Investment Advisors's WR Position: Q2 2017 in Review

Capstone Investment Advisors sold out of Westar Energy Inc (WR) in Q2 2017, closing a stake of 8,221 shares — an estimated $446K sold.

Capstone Investment Advisors first reported a position in WR in Q1 2016 and held it in 5 quarters. The position peaked at $12.2M in Q2 2016. 345 funds tracked by Wall St. Rank hold WR as of Q2 2017.

  • Capstone Investment Advisors reported no remaining Westar Energy Inc position as of Q2 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,221 Westar Energy Inc shares in Q2 2017, an estimated $446K.
  • Capstone Investment Advisors first reported a position in Westar Energy Inc in Q1 2016 and held it in 5 quarters.
  • Capstone Investment Advisors's Westar Energy Inc position peaked at $12.2M in Q2 2016.
  • 345 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2017.

Based on Capstone Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.