FQ
WR

First Quadrant’s Westar Energy Inc WR Stock Holding History

First Quadrant’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
2018
Q1 		– Sell
-67,675
Closed -$3.57M – 997
2017
Q4 		$3.57M Buy
+67,675
New +$3.65M 0.07% 279
2017
Q1 		– Sell
-36,576
Closed -$2.06M – 889
2016
Q4 		$2.06M Sell
36,576
-144,744
-80% -$8.23M 0.04% 340
2016
Q3 		$10.3M Buy
+181,320
New +$10M 0.22% 161

Other funds holding WR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Quadrant's WR Position: Q1 2018 in Review

First Quadrant sold out of Westar Energy Inc (WR) in Q1 2018, closing a stake of 67,675 shares — an estimated $3.57M sold.

First Quadrant first reported a position in WR in Q3 2016 and held it in 3 quarters. The position peaked at $10.3M in Q3 2016. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

  • First Quadrant reported no remaining Westar Energy Inc position as of Q1 2018 after selling out during the quarter.
  • First Quadrant sold 67,675 Westar Energy Inc shares in Q1 2018, an estimated $3.57M.
  • First Quadrant first reported a position in Westar Energy Inc in Q3 2016 and held it in 3 quarters.
  • First Quadrant's Westar Energy Inc position peaked at $10.3M in Q3 2016.
  • 371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on First Quadrant's 13F filing for Q1 2018, filed 20 Apr 2018.