CI
WR

Cavalier Investments’s Westar Energy Inc WR Stock Holding History

Cavalier Investments’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
Q3 		– Sell
-16,900
Closed -$917K – 204
2017
Q2 		$917K Hold
16,900
– – 0.51% 49
2017
Q1 		$917K Hold
16,900
– – 0.51% 49
2016
Q4 		$952K Buy
+16,900
New +$961K 0.61% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cavalier Investments's WR Position: Q3 2017 in Review

Cavalier Investments sold out of Westar Energy Inc (WR) in Q3 2017, closing a stake of 16,900 shares — an estimated $917K sold.

Cavalier Investments first reported a position in WR in Q4 2016 and held it in 3 quarters. The position peaked at $952K in Q4 2016. 358 funds tracked by Wall St. Rank hold WR as of Q3 2017.

  • Cavalier Investments reported no remaining Westar Energy Inc position as of Q3 2017 after selling out during the quarter.
  • Cavalier Investments sold 16,900 Westar Energy Inc shares in Q3 2017, an estimated $917K.
  • Cavalier Investments first reported a position in Westar Energy Inc in Q4 2016 and held it in 3 quarters.
  • Cavalier Investments's Westar Energy Inc position peaked at $952K in Q4 2016.
  • 358 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.