Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
New York
$63.9B AUM
45.56%
1-Year Est. Return
MF
Magnetar Financial
Evanston, Illinois
$9.83B AUM
190.64%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close