CIMLRA
WR

CBRE Investment Management Listed Real Assets’s Westar Energy Inc WR Stock Holding History

CBRE Investment Management Listed Real Assets’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 		– Sell
-12,900
Closed -$732K – 104
2016
Q3 		$732K Buy
12,900
+2,800
+28% +$155K 0.01% 87
2016
Q2 		$567K Sell
10,100
-4,600
-31% -$243K ﹤0.01% 89
2016
Q1 		$729K Buy
+14,700
New +$656K 0.01% 91

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 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

CBRE Investment Management Listed Real Assets's WR Position: Q4 2016 in Review

CBRE Investment Management Listed Real Assets sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 12,900 shares — an estimated $732K sold.

CBRE Investment Management Listed Real Assets first reported a position in WR in Q1 2016 and held it in 3 quarters. The position peaked at $732K in Q3 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • CBRE Investment Management Listed Real Assets reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
  • CBRE Investment Management Listed Real Assets sold 12,900 Westar Energy Inc shares in Q4 2016, an estimated $732K.
  • CBRE Investment Management Listed Real Assets first reported a position in Westar Energy Inc in Q1 2016 and held it in 3 quarters.
  • CBRE Investment Management Listed Real Assets's Westar Energy Inc position peaked at $732K in Q3 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on CBRE Investment Management Listed Real Assets's 13F filing for Q4 2016, filed 13 Feb 2017.