MTB
WR

Mizuho Trust & Banking’s Westar Energy Inc WR Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-274,052
Closed -$15.6M – 834
2016
Q3 		$15.6M Buy
274,052
+46,754
+21% +$2.59M 0.05% 431
2016
Q2 		$12.7M Buy
+227,298
New +$12M 0.04% 482

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Mizuho Trust & Banking's WR Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 274,052 shares — an estimated $15.6M sold.

Mizuho Trust & Banking first reported a position in WR in Q2 2016 and held it in 2 quarters. The position peaked at $15.6M in Q3 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 274,052 Westar Energy Inc shares in Q4 2016, an estimated $15.6M.
  • Mizuho Trust & Banking first reported a position in Westar Energy Inc in Q2 2016 and held it in 2 quarters.
  • Mizuho Trust & Banking's Westar Energy Inc position peaked at $15.6M in Q3 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.