GT
WR

Glenmede Trust’s Westar Energy Inc WR Stock Holding History

Glenmede Trust’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
-934
Closed -$52K – 2875
2016
Q4 		$52K Buy
934
+822
+734% +$46.7K ﹤0.01% 1598
2016
Q3 		$6K Hold
112
– – ﹤0.01% 2249
2016
Q2 		$6K Hold
112
– – ﹤0.01% 2219
2016
Q1 		$5K Sell
112
-40
-26% -$1.78K ﹤0.01% 2243
2015
Q4 		$6K Buy
152
+112
+280% +$4.58K ﹤0.01% 2237
2015
Q3 		$1K Buy
+40
New +$1.48K ﹤0.01% 2678
2015
Q1 		– Sell
-41
Closed -$1K – 2700
2014
Q4 		$1K Sell
41
-700
-94% -$26.7K ﹤0.01% 2502
2014
Q3 		$24K Sell
741
-20,980
-97% -$760K ﹤0.01% 1913
2014
Q2 		$828K Buy
21,721
+41
+0.2% +$1.47K 0.01% 740
2014
Q1 		$761K Buy
21,680
+6,000
+38% +$202K 0.01% 765
2013
Q4 		$504K Buy
+15,680
New +$495K 0.01% 850

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

Glenmede Trust's WR Position: Q1 2017 in Review

Glenmede Trust sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 934 shares — an estimated $52K sold.

Glenmede Trust first reported a position in WR in Q4 2013 and held it in 11 quarters. The position peaked at $828K in Q2 2014. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

  • Glenmede Trust reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
  • Glenmede Trust sold 934 Westar Energy Inc shares in Q1 2017, an estimated $52K.
  • Glenmede Trust first reported a position in Westar Energy Inc in Q4 2013 and held it in 11 quarters.
  • Glenmede Trust's Westar Energy Inc position peaked at $828K in Q2 2014.
  • 383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on Glenmede Trust's 13F filing for Q1 2017, filed 15 May 2017.