JG
WR

Jefferies Group’s Westar Energy Inc WR Stock Holding History

Jefferies 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
-3,863
Closed -$204K – 3038
2017
Q4 		$204K Sell
3,863
-110,759
-97% -$5.97M ﹤0.01% 2213
2017
Q3 		$5.68M Buy
114,622
+55,342
+93% +$2.81M 0.04% 478
2017
Q2 		$3.14M Sell
59,280
-7,533
-11% -$399K 0.02% 751
2017
Q1 		$3.63M Buy
+66,813
New +$3.64M 0.03% 640
2016
Q4 		– Sell
-7,188
Closed -$408K – 2716
2016
Q3 		$408K Buy
+7,188
New +$398K ﹤0.01% 1703
2016
Q2 		– Sell
-50,655
Closed -$2.51M – 2718
2016
Q1 		$2.51M Buy
+50,655
New +$2.26M 0.01% 747
2015
Q1 		– Sell
-8,210
Closed -$339K – 2681
2014
Q4 		$339K Sell
8,210
-8,576
-51% -$327K ﹤0.01% 1469
2014
Q3 		$573K Buy
16,786
+5,548
+49% +$201K ﹤0.01% 1268
2014
Q2 		$429K Buy
11,238
+3,183
+40% +$114K ﹤0.01% 1321
2014
Q1 		$283K Buy
+8,055
New +$271K ﹤0.01% 1552
2013
Q4 		– Sell
-107,808
Closed -$3.3M – 2521
2013
Q3 		$3.3M Buy
107,808
+97,792
+976% +$3.13M 0.03% 438
2013
Q2 		$320K Buy
+10,016
New +$329K ﹤0.01% 1290

Other funds holding WR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jefferies Group's WR Position: Q1 2018 in Review

Jefferies Group sold out of Westar Energy Inc (WR) in Q1 2018, closing a stake of 3,863 shares — an estimated $204K sold.

Jefferies Group first reported a position in WR in Q2 2013 and held it in 12 quarters. The position peaked at $5.68M in Q3 2017. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

  • Jefferies Group reported no remaining Westar Energy Inc position as of Q1 2018 after selling out during the quarter.
  • Jefferies Group sold 3,863 Westar Energy Inc shares in Q1 2018, an estimated $204K.
  • Jefferies Group first reported a position in Westar Energy Inc in Q2 2013 and held it in 12 quarters.
  • Jefferies Group's Westar Energy Inc position peaked at $5.68M in Q3 2017.
  • 371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

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