Numeric Investors’s Westar Energy Inc WR Stock Holding History

Numeric Investors’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	$544K	Buy	10,300 +5,700	+124%	+$307K	﹤0.01%	875
2017 Q3	$228K	Buy	+4,600	New	+$234K	﹤0.01%	1021
2016 Q1	–	Sell	-32,000	Closed	-$1.36M	–	1240
2015 Q4	$1.36M	Buy	+32,000	New	+$1.31M	0.01%	520
2014 Q2	–	Sell	-9,400	Closed	-$331K	–	1010
2014 Q1	$331K	Buy	+9,400	New	+$316K	0.01%	657
2013 Q3	–	Sell	-9,200	Closed	-$294K	–	1013
2013 Q2	$294K	Buy	+9,200	New	+$302K	0.01%	668

Other funds holding WR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Numeric Investors's WR Position: Q4 2017 in Review

Numeric Investors increased its Westar Energy Inc (WR) stake by 124% in Q4 2017, buying an estimated $307K and bringing the position to 10,300 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Numeric Investors first reported a position in WR in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.36M in Q4 2015. 384 funds tracked by Wall St. Rank hold WR as of Q4 2017.

Numeric Investors held 10,300 shares of Westar Energy Inc worth $544K as of Q4 2017.
Numeric Investors bought 5,700 Westar Energy Inc shares in Q4 2017, an estimated $307K.
Westar Energy Inc made up ﹤0.01% of Numeric Investors's portfolio in Q4 2017, its #875 holding.
Numeric Investors first reported a position in Westar Energy Inc in Q2 2013 and has held it in 5 quarters since.
Numeric Investors's Westar Energy Inc position peaked at $1.36M in Q4 2015.
384 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.