DCM
WR

Dynamic Capital Management’s Westar Energy Inc WR Stock Holding History

Dynamic Capital 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
-28,155
Closed -$1.59M – 474
2016
Q4 		$1.59M Sell
28,155
-32,420
-54% -$1.84M 0.17% 204
2016
Q3 		$3.44M Sell
60,575
-68,077
-53% -$3.77M 0.44% 62
2016
Q2 		$7.22M Buy
+128,652
New +$6.81M 0.85% 17
2015
Q3 		– Sell
-29,092
Closed -$996K – 472
2015
Q2 		$996K Buy
+29,092
New +$1.06M 0.25% 97
2014
Q4 		– Sell
-51,906
Closed -$1.77M – 465
2014
Q3 		$1.77M Buy
+51,906
New +$1.88M 0.45% 65
2014
Q1 		– Sell
-33,581
Closed -$1.08M – 584
2013
Q4 		$1.08M Buy
33,581
+2,057
+7% +$64.9K 0.2% 166
2013
Q3 		$966K Buy
+31,524
New +$1.01M 0.22% 161

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
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
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dynamic Capital Management's WR Position: Q1 2017 in Review

Dynamic Capital Management sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 28,155 shares — an estimated $1.59M sold.

Dynamic Capital Management first reported a position in WR in Q3 2013 and held it in 7 quarters. The position peaked at $7.22M in Q2 2016. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

  • Dynamic Capital Management reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
  • Dynamic Capital Management sold 28,155 Westar Energy Inc shares in Q1 2017, an estimated $1.59M.
  • Dynamic Capital Management first reported a position in Westar Energy Inc in Q3 2013 and held it in 7 quarters.
  • Dynamic Capital Management's Westar Energy Inc position peaked at $7.22M in Q2 2016.
  • 383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on Dynamic Capital Management's 13F filing for Q1 2017, filed 15 May 2017.