EA
WR

Emerald Acquisition’s Westar Energy Inc WR Stock Holding History

Emerald Acquisition’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
Q3 		$7.66M Sell
134,914
-73,522
-35% -$4.07M 0.01% 984
2016
Q2 		$11.7M Buy
+208,436
New +$11M 0.02% 859

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 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Emerald Acquisition's WR Position: Q3 2016 in Review

Emerald Acquisition reduced its Westar Energy Inc (WR) stake by 35% in Q3 2016, selling an estimated $4.07M and leaving 134,914 shares worth $7.66M. The position accounts for 0.01% of the portfolio, ranked #984.

Emerald Acquisition first reported a position in WR in Q2 2016 and has held it in 2 quarters since. The position peaked at $11.7M in Q2 2016. 386 funds tracked by Wall St. Rank hold WR as of Q3 2016.

  • Emerald Acquisition held 134,914 shares of Westar Energy Inc worth $7.66M as of Q3 2016.
  • Emerald Acquisition sold 73,522 Westar Energy Inc shares in Q3 2016, an estimated $4.07M.
  • Westar Energy Inc made up 0.01% of Emerald Acquisition's portfolio in Q3 2016, its #984 holding.
  • Emerald Acquisition first reported a position in Westar Energy Inc in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's Westar Energy Inc position peaked at $11.7M in Q2 2016.
  • 386 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.