JFG
WR

Jefferies Financial Group’s Westar Energy Inc WR Stock Holding History

Jefferies Financial Group’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
2018
Q1 		– Sell
-69,106
Closed -$3.65M – 152
2017
Q4 		$3.65M Buy
69,106
+4,710
+7% +$254K 0.28% 24
2017
Q3 		$3.19M Buy
64,396
+51,831
+413% +$2.64M 0.27% 24
2017
Q2 		$672K Sell
12,565
-290,228
-96% -$15.4M 0.06% 43
2017
Q1 		$16.4M Sell
302,793
-77,400
-20% -$4.21M 1.34% 9
2016
Q4 		$20.8M Sell
380,193
-169,113
-31% -$9.61M 2.24% 5
2016
Q3 		$31.2M Buy
549,306
+360,406
+191% +$19.9M 2.56% 5
2016
Q2 		$10.6M Buy
+188,900
New +$10M 1.23% 7

Other funds holding WR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jefferies Financial Group's WR Position: Q1 2018 in Review

Jefferies Financial Group sold out of Westar Energy Inc (WR) in Q1 2018, closing a stake of 69,106 shares — an estimated $3.65M sold.

Jefferies Financial Group first reported a position in WR in Q2 2016 and held it in 7 quarters. The position peaked at $31.2M in Q3 2016. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

  • Jefferies Financial Group reported no remaining Westar Energy Inc position as of Q1 2018 after selling out during the quarter.
  • Jefferies Financial Group sold 69,106 Westar Energy Inc shares in Q1 2018, an estimated $3.65M.
  • Jefferies Financial Group first reported a position in Westar Energy Inc in Q2 2016 and held it in 7 quarters.
  • Jefferies Financial Group's Westar Energy Inc position peaked at $31.2M in Q3 2016.
  • 371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on Jefferies Financial Group's 13F filing for Q1 2018, filed 15 May 2018.