HA
WR

Havens Advisors’s Westar Energy Inc WR Stock Holding History

Havens 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
Q3 		– Sell
-17,000
Closed -$901K – 41
2017
Q2 		$901K Sell
17,000
-32,398
-66% -$1.72M 0.64% 25
2017
Q1 		$2.68M Buy
49,398
+8,898
+22% +$484K 1.75% 19
2016
Q4 		$2.28M Buy
+40,500
New +$2.3M 1.52% 19

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Havens Advisors's WR Position: Q3 2017 in Review

Havens Advisors sold out of Westar Energy Inc (WR) in Q3 2017, closing a stake of 17,000 shares — an estimated $901K sold.

Havens Advisors first reported a position in WR in Q4 2016 and held it in 3 quarters. The position peaked at $2.68M in Q1 2017. 358 funds tracked by Wall St. Rank hold WR as of Q3 2017.

  • Havens Advisors reported no remaining Westar Energy Inc position as of Q3 2017 after selling out during the quarter.
  • Havens Advisors sold 17,000 Westar Energy Inc shares in Q3 2017, an estimated $901K.
  • Havens Advisors first reported a position in Westar Energy Inc in Q4 2016 and held it in 3 quarters.
  • Havens Advisors's Westar Energy Inc position peaked at $2.68M in Q1 2017.
  • 358 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2017.

Based on Havens Advisors's 13F filing for Q3 2017, filed 23 Oct 2017.