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WR

Navellier & Associates’s Westar Energy Inc WR Stock Holding History

Navellier & Associates’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
Q2 		– Sell
-71,168
Closed -$3.86M – 340
2017
Q1 		$3.86M Sell
71,168
-7,740
-10% -$421K 0.56% 71
2016
Q4 		$4.45M Buy
+78,908
New +$4.49M 0.74% 51

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Navellier & Associates's WR Position: Q2 2017 in Review

Navellier & Associates sold out of Westar Energy Inc (WR) in Q2 2017, closing a stake of 71,168 shares — an estimated $3.86M sold.

Navellier & Associates first reported a position in WR in Q4 2016 and held it in 2 quarters. The position peaked at $4.45M in Q4 2016. 345 funds tracked by Wall St. Rank hold WR as of Q2 2017.

  • Navellier & Associates reported no remaining Westar Energy Inc position as of Q2 2017 after selling out during the quarter.
  • Navellier & Associates sold 71,168 Westar Energy Inc shares in Q2 2017, an estimated $3.86M.
  • Navellier & Associates first reported a position in Westar Energy Inc in Q4 2016 and held it in 2 quarters.
  • Navellier & Associates's Westar Energy Inc position peaked at $4.45M in Q4 2016.
  • 345 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2017.

Based on Navellier & Associates's 13F filing for Q2 2017, filed 24 Aug 2017.