Kennedy Capital Management’s Westar Energy Inc WR Stock Holding History

Kennedy Capital Management’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 Q2	–	Sell	-288,036	Closed	-$15.6M	–	812
2017 Q1	$15.6M	Sell	288,036 -10,234	-3%	-$557K	0.27%	95
2016 Q4	$16.8M	Sell	298,270 -38,463	-11%	-$2.19M	0.29%	85
2016 Q3	$19.1M	Sell	336,733 -5,415	-2%	-$300K	0.37%	60
2016 Q2	$19.2M	Buy	342,148 +49,060	+17%	+$2.6M	0.39%	43
2016 Q1	$14.5M	Buy	293,088 +47,220	+19%	+$2.11M	0.3%	77
2015 Q4	$10.4M	Sell	245,868 -492,336	-67%	-$20.1M	0.21%	141
2015 Q3	$28.4M	Sell	738,204 -6,105	-0.8%	-$225K	0.58%	10
2015 Q2	$25.5M	Sell	744,309 -9,107	-1%	-$333K	0.46%	32
2015 Q1	$29.2M	Buy	753,416 +8,615	+1%	+$346K	0.51%	20
2014 Q4	$30.7M	Buy	744,801 +36,744	+5%	+$1.4M	0.56%	10
2014 Q3	$24.2M	Buy	708,057 +112,327	+19%	+$4.07M	0.47%	20
2014 Q2	$22.8M	Buy	595,730 +700	+0.1%	+$25.1K	0.42%	24
2014 Q1	$20.9M	Buy	595,030 +36,460	+7%	+$1.23M	0.39%	40
2013 Q4	$18M	Sell	558,570 -8,813	-2%	-$278K	0.33%	65
2013 Q3	$17.4M	Sell	567,383 -1,913	-0.3%	-$61.1K	0.34%	65
2013 Q2	$18.2M	Buy	+569,296	New	+$18.7M	0.37%	43

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return