DPIM
WR

Duff & Phelps Investment Management’s Westar Energy Inc WR Stock Holding History

Duff & Phelps Investment Management’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
Q1 		– Sell
-1,956,293
Closed -$110M – 264
2016
Q4 		$110M Sell
1,956,293
-700,000
-26% -$39.8M 1.59% 6
2016
Q3 		$151M Buy
2,656,293
+88,200
+3% +$4.88M 2.11% 3
2016
Q2 		$144M Hold
2,568,093
– – 2.16% 4
2016
Q1 		$127M Sell
2,568,093
-261,907
-9% -$11.7M 2.02% 4
2015
Q4 		$120M Hold
2,830,000
– – 2.01% 5
2015
Q3 		$109M Hold
2,830,000
– – 1.76% 6
2015
Q2 		$96.8M Hold
2,830,000
– – 1.48% 14
2015
Q1 		$110M Hold
2,830,000
– – 1.52% 13
2014
Q4 		$117M Hold
2,830,000
– – 1.61% 11
2014
Q3 		$96.6M Hold
2,830,000
– – 1.37% 17
2014
Q2 		$108M Sell
2,830,000
-306,000
-10% -$11M 1.63% 11
2014
Q1 		$110M Hold
3,136,000
– – 1.83% 4
2013
Q4 		$101M Hold
3,136,000
– – 1.76% 4
2013
Q3 		$96.1M Hold
3,136,000
– – 1.66% 6
2013
Q2 		$100M Buy
+3,136,000
New +$103M 1.74% 7

Other funds holding WR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Duff & Phelps Investment Management's WR Position: Q1 2017 in Review

Duff & Phelps Investment Management sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 1,956,293 shares — an estimated $110M sold.

Duff & Phelps Investment Management first reported a position in WR in Q2 2013 and held it in 15 quarters. The position peaked at $151M in Q3 2016. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

  • Duff & Phelps Investment Management reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 1,956,293 Westar Energy Inc shares in Q1 2017, an estimated $110M.
  • Duff & Phelps Investment Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 15 quarters.
  • Duff & Phelps Investment Management's Westar Energy Inc position peaked at $151M in Q3 2016.
  • 383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on Duff & Phelps Investment Management's 13F filing for Q1 2017, filed 19 Apr 2017.