NFA
WR

Nationwide Fund Advisors’s Westar Energy Inc WR Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-276,403
Closed -$13.7M – 3147
2017
Q3 		$13.7M Sell
276,403
-7,946
-3% -$404K 0.05% 473
2017
Q2 		$15.1M Buy
284,349
+14,348
+5% +$760K 0.06% 447
2017
Q1 		$14.7M Buy
270,001
+18,939
+8% +$1.03M 0.06% 471
2016
Q4 		$14.1M Sell
251,062
-4,299
-2% -$244K 0.06% 452
2016
Q3 		$14.5M Sell
255,361
-23,695
-8% -$1.31M 0.06% 444
2016
Q2 		$15.7M Sell
279,056
-209,967
-43% -$11.1M 0.07% 381
2016
Q1 		$24.3M Sell
489,023
-76,138
-13% -$3.4M 0.11% 213
2015
Q4 		$24M Buy
565,161
+6,454
+1% +$264K 0.1% 227
2015
Q3 		$21.5M Sell
558,707
-290,703
-34% -$10.7M 0.1% 243
2015
Q2 		$29.1M Buy
849,410
+72,154
+9% +$2.64M 0.12% 181
2015
Q1 		$30.1M Sell
777,256
-47,947
-6% -$1.93M 0.12% 181
2014
Q4 		$34M Sell
825,203
-16,851
-2% -$643K 0.15% 151
2014
Q3 		$28.7M Sell
842,054
-27,680
-3% -$1M 0.12% 184
2014
Q2 		$33.2M Buy
869,734
+50,903
+6% +$1.82M 0.14% 169
2014
Q1 		$28.8M Sell
818,831
-37,772
-4% -$1.27M 0.13% 170
2013
Q4 		$27.6M Buy
856,603
+59,441
+7% +$1.88M 0.11% 193
2013
Q3 		$24.4M Buy
797,162
+65,877
+9% +$2.11M 0.11% 212
2013
Q2 		$23.4M Buy
+731,285
New +$24M 0.12% 168

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
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

Nationwide Fund Advisors's WR Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Westar Energy Inc (WR) in Q4 2017, closing a stake of 276,403 shares — an estimated $13.7M sold.

Nationwide Fund Advisors first reported a position in WR in Q2 2013 and held it in 18 quarters. The position peaked at $34M in Q4 2014. 384 funds tracked by Wall St. Rank hold WR as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Westar Energy Inc position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 276,403 Westar Energy Inc shares in Q4 2017, an estimated $13.7M.
  • Nationwide Fund Advisors first reported a position in Westar Energy Inc in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Westar Energy Inc position peaked at $34M in Q4 2014.
  • 384 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.