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Marshall Wace North America’s Westar Energy Inc WR Stock Holding History

Marshall Wace North America’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
-249,275
Closed -$13.2M – 1893
2017
Q4 		$13.2M Buy
249,275
+863
+0.3% +$46.5K 0.07% 317
2017
Q3 		$12.4M Sell
248,412
-169,879
-41% -$8.64M 0.08% 313
2017
Q2 		$22.2M Buy
+418,291
New +$22.2M 0.16% 164

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 $3.38T AUM 44.17% 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

Marshall Wace North America's WR Position: Q1 2018 in Review

Marshall Wace North America sold out of Westar Energy Inc (WR) in Q1 2018, closing a stake of 249,275 shares — an estimated $13.2M sold.

Marshall Wace North America first reported a position in WR in Q2 2017 and held it in 3 quarters. The position peaked at $22.2M in Q2 2017. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

  • Marshall Wace North America reported no remaining Westar Energy Inc position as of Q1 2018 after selling out during the quarter.
  • Marshall Wace North America sold 249,275 Westar Energy Inc shares in Q1 2018, an estimated $13.2M.
  • Marshall Wace North America first reported a position in Westar Energy Inc in Q2 2017 and held it in 3 quarters.
  • Marshall Wace North America's Westar Energy Inc position peaked at $22.2M in Q2 2017.
  • 371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on Marshall Wace North America's 13F filing for Q1 2018, filed 15 May 2018.