CIP
WR

Convergence Investment Partners’s Westar Energy Inc WR Stock Holding History

Convergence Investment Partners’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
2013
Q3 		– Sell
-56,675
Closed -$1.81M – 394
2013
Q2 		$1.81M Buy
+56,675
New +$1.86M 0.47% 65

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 16.07% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Convergence Investment Partners's WR Position: Q3 2013 in Review

Convergence Investment Partners sold out of Westar Energy Inc (WR) in Q3 2013, closing a stake of 56,675 shares — an estimated $1.81M sold.

Convergence Investment Partners first reported a position in WR in Q2 2013 and held it in 1 quarter. The position peaked at $1.81M in Q2 2013. 292 funds tracked by Wall St. Rank hold WR as of Q3 2013.

  • Convergence Investment Partners reported no remaining Westar Energy Inc position as of Q3 2013 after selling out during the quarter.
  • Convergence Investment Partners sold 56,675 Westar Energy Inc shares in Q3 2013, an estimated $1.81M.
  • Convergence Investment Partners first reported a position in Westar Energy Inc in Q2 2013 and held it in 1 quarter.
  • Convergence Investment Partners's Westar Energy Inc position peaked at $1.81M in Q2 2013.
  • 292 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2013.

Based on Convergence Investment Partners's 13F filing for Q3 2013, filed 14 Nov 2013.