K2 Principal Fund’s Westar Energy Inc WR Stock Holding History

K2 Principal 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 Q4	–	Sell	-32,676	Closed	-$1.62M	–	419
2017 Q3	$1.62M	Buy	32,676 +2,676	+9%	+$136K	0.11%	166
2017 Q2	$1.59M	Buy	+30,000	New	+$1.59M	0.11%	166

Other funds holding WR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

K2 Principal Fund's WR Position: Q4 2017 in Review

K2 Principal Fund sold out of Westar Energy Inc (WR) in Q4 2017, closing a stake of 32,676 shares — an estimated $1.62M sold.

K2 Principal Fund first reported a position in WR in Q2 2017 and held it in 2 quarters. The position peaked at $1.62M in Q3 2017. 384 funds tracked by Wall St. Rank hold WR as of Q4 2017.

K2 Principal Fund reported no remaining Westar Energy Inc position as of Q4 2017 after selling out during the quarter.
K2 Principal Fund sold 32,676 Westar Energy Inc shares in Q4 2017, an estimated $1.62M.
K2 Principal Fund first reported a position in Westar Energy Inc in Q2 2017 and held it in 2 quarters.
K2 Principal Fund's Westar Energy Inc position peaked at $1.62M in Q3 2017.
384 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2017.

Based on K2 Principal Fund's 13F filing for Q4 2017, filed 12 Feb 2018.