MCM
WR

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

MAI 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
Q3 		– Sell
-3,921
Closed -$208K – 475
2017
Q2 		$208K Sell
3,921
-94
-2% -$4.98K 0.01% 418
2017
Q1 		$218K Buy
+4,015
New +$219K 0.01% 401

Other funds holding WR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MAI Capital Management's WR Position: Q3 2017 in Review

MAI Capital Management sold out of Westar Energy Inc (WR) in Q3 2017, closing a stake of 3,921 shares — an estimated $208K sold.

MAI Capital Management first reported a position in WR in Q1 2017 and held it in 2 quarters. The position peaked at $218K in Q1 2017. 358 funds tracked by Wall St. Rank hold WR as of Q3 2017.

  • MAI Capital Management reported no remaining Westar Energy Inc position as of Q3 2017 after selling out during the quarter.
  • MAI Capital Management sold 3,921 Westar Energy Inc shares in Q3 2017, an estimated $208K.
  • MAI Capital Management first reported a position in Westar Energy Inc in Q1 2017 and held it in 2 quarters.
  • MAI Capital Management's Westar Energy Inc position peaked at $218K in Q1 2017.
  • 358 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2017.

Based on MAI Capital Management's 13F filing for Q3 2017, filed 12 Oct 2017.