GCA
WR

Gideon Capital Advisors’s Westar Energy Inc WR Stock Holding History

Gideon Capital Advisors’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
-6,247
Closed -$353K – 577
2016
Q4 		$353K Buy
+6,247
New +$355K 0.23% 199
2016
Q3 		– Sell
-68,443
Closed -$3.84M – 308
2016
Q2 		$3.84M Buy
+68,443
New +$3.62M 2.23% 6
2014
Q4 		– Sell
-25,158
Closed -$858K – 371
2014
Q3 		$858K Buy
+25,158
New +$911K 0.33% 104
2014
Q2 		– Sell
-10,489
Closed -$369K – 353
2014
Q1 		$369K Buy
+10,489
New +$353K 0.2% 142

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

Gideon Capital Advisors's WR Position: Q1 2017 in Review

Gideon Capital Advisors sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 6,247 shares — an estimated $353K sold.

Gideon Capital Advisors first reported a position in WR in Q1 2014 and held it in 4 quarters. The position peaked at $3.84M in Q2 2016. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

  • Gideon Capital Advisors reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 6,247 Westar Energy Inc shares in Q1 2017, an estimated $353K.
  • Gideon Capital Advisors first reported a position in Westar Energy Inc in Q1 2014 and held it in 4 quarters.
  • Gideon Capital Advisors's Westar Energy Inc position peaked at $3.84M in Q2 2016.
  • 383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

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