IRF
WR

IBM Retirement Fund’s Westar Energy Inc WR Stock Holding History

IBM Retirement Fund’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
-13,355
Closed -$753K – 901
2016
Q4 		$753K Hold
13,355
– – 0.03% 432
2016
Q3 		$758K Sell
13,355
-940
-7% -$52K 0.04% 477
2016
Q2 		$802K Buy
14,295
+42
+0.3% +$2.22K 0.03% 481
2016
Q1 		$707K Sell
14,253
-18,223
-56% -$813K 0.03% 532
2015
Q4 		$1.38M Buy
32,476
+4,219
+15% +$172K 0.03% 625
2015
Q3 		$1.09M Sell
28,257
-2,440
-8% -$90.1K 0.02% 621
2015
Q2 		$1.05M Buy
30,697
+247
+0.8% +$9.03K 0.02% 736
2015
Q1 		$1.18M Hold
30,450
– – 0.02% 680
2014
Q4 		$1.26M Buy
30,450
+2,767
+10% +$106K 0.02% 655
2014
Q3 		$945K Sell
27,683
-3,628
-12% -$131K 0.02% 716
2014
Q2 		$1.2M Buy
31,311
+119
+0.4% +$4.26K 0.02% 691
2014
Q1 		$1.11M Sell
31,192
-17,824
-36% -$600K 0.02% 710
2013
Q4 		$1.58M Sell
49,016
-1,863
-4% -$58.8K 0.02% 741
2013
Q3 		$1.56M Sell
50,879
-7,835
-13% -$250K 0.02% 735
2013
Q2 		$1.88M Buy
+58,714
New +$1.93M 0.02% 684

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

IBM Retirement Fund's WR Position: Q1 2017 in Review

IBM Retirement Fund sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 13,355 shares — an estimated $753K sold.

IBM Retirement Fund first reported a position in WR in Q2 2013 and held it in 15 quarters. The position peaked at $1.88M in Q2 2013. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

  • IBM Retirement Fund reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 13,355 Westar Energy Inc shares in Q1 2017, an estimated $753K.
  • IBM Retirement Fund first reported a position in Westar Energy Inc in Q2 2013 and held it in 15 quarters.
  • IBM Retirement Fund's Westar Energy Inc position peaked at $1.88M in Q2 2013.
  • 383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.