Lord, Abbett & Co
WR

Lord, Abbett & Co’s Westar Energy Inc WR Stock Holding History

Lord, Abbett & Co’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
-74,200
Closed -$3.92M – 957
2017
Q4 		$3.92M Buy
+74,200
New +$4M 0.01% 789
2016
Q3 		– Sell
-125,233
Closed -$7.02M – 988
2016
Q2 		$7.02M Sell
125,233
-1,032,960
-89% -$54.7M 0.02% 644
2016
Q1 		$57.5M Buy
1,158,193
+366,293
+46% +$16.3M 0.18% 168
2015
Q4 		$33.6M Sell
791,900
-346,200
-30% -$14.2M 0.1% 316
2015
Q3 		$43.7M Buy
1,138,100
+8,600
+0.8% +$318K 0.13% 248
2015
Q2 		$38.7M Buy
1,129,500
+19,600
+2% +$717K 0.1% 320
2015
Q1 		$43M Buy
1,109,900
+69,300
+7% +$2.79M 0.11% 291
2014
Q4 		$42.9M Buy
1,040,600
+41,200
+4% +$1.57M 0.11% 263
2014
Q3 		$34.1M Buy
999,400
+357,900
+56% +$13M 0.09% 334
2014
Q2 		$24.5M Buy
641,500
+35,100
+6% +$1.26M 0.06% 476
2014
Q1 		$21.3M Buy
606,400
+88,000
+17% +$2.96M 0.05% 486
2013
Q4 		$16.7M Buy
518,400
+9,100
+2% +$287K 0.04% 571
2013
Q3 		$15.6M Buy
509,300
+401,300
+372% +$12.8M 0.04% 565
2013
Q2 		$3.45M Buy
+108,000
New +$3.55M 0.01% 868

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

Lord, Abbett & Co's WR Position: Q1 2018 in Review

Lord, Abbett & Co sold out of Westar Energy Inc (WR) in Q1 2018, closing a stake of 74,200 shares — an estimated $3.92M sold.

Lord, Abbett & Co first reported a position in WR in Q2 2013 and held it in 14 quarters. The position peaked at $57.5M in Q1 2016. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

  • Lord, Abbett & Co reported no remaining Westar Energy Inc position as of Q1 2018 after selling out during the quarter.
  • Lord, Abbett & Co sold 74,200 Westar Energy Inc shares in Q1 2018, an estimated $3.92M.
  • Lord, Abbett & Co first reported a position in Westar Energy Inc in Q2 2013 and held it in 14 quarters.
  • Lord, Abbett & Co's Westar Energy Inc position peaked at $57.5M in Q1 2016.
  • 371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on Lord, Abbett & Co's 13F filing for Q1 2018, filed 15 May 2018.