PR
WR

Payden & Rygel’s Westar Energy Inc WR Stock Holding History

Payden & Rygel’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
-192,100
Closed -$10.9M – 117
2016
Q3 		$10.9M Hold
192,100
– – 1.09% 39
2016
Q2 		$10.8M Hold
192,100
– – 1.23% 40
2016
Q1 		$9.53M Buy
192,100
+1,900
+1% +$84.7K 1.16% 42
2015
Q4 		$8.07M Sell
190,200
-11,200
-6% -$458K 1.06% 46
2015
Q3 		$7.74M Hold
201,400
– – 1.11% 46
2015
Q2 		$6.89M Hold
201,400
– – 0.91% 53
2015
Q1 		$7.81M Buy
201,400
+75,600
+60% +$3.04M 1.02% 53
2014
Q4 		$5.19M Buy
125,800
+14,500
+13% +$553K 0.99% 52
2014
Q3 		$3.8M Buy
111,300
+27,600
+33% +$999K 0.75% 60
2014
Q2 		$3.2M Buy
83,700
+14,800
+21% +$530K 0.81% 56
2014
Q1 		$2.42M Hold
68,900
– – 0.94% 47
2013
Q4 		$2.22M Hold
68,900
– – 0.76% 56
2013
Q3 		$2.11M Sell
68,900
-17,300
-20% -$553K 0.75% 55
2013
Q2 		$2.75M Buy
+86,200
New +$2.83M 1.08% 51

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

Payden & Rygel's WR Position: Q4 2016 in Review

Payden & Rygel sold out of Westar Energy Inc (WR) in Q4 2016, closing a stake of 192,100 shares — an estimated $10.9M sold.

Payden & Rygel first reported a position in WR in Q2 2013 and held it in 14 quarters. The position peaked at $10.9M in Q3 2016. 396 funds tracked by Wall St. Rank hold WR as of Q4 2016.

  • Payden & Rygel reported no remaining Westar Energy Inc position as of Q4 2016 after selling out during the quarter.
  • Payden & Rygel sold 192,100 Westar Energy Inc shares in Q4 2016, an estimated $10.9M.
  • Payden & Rygel first reported a position in Westar Energy Inc in Q2 2013 and held it in 14 quarters.
  • Payden & Rygel's Westar Energy Inc position peaked at $10.9M in Q3 2016.
  • 396 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2016.

Based on Payden & Rygel's 13F filing for Q4 2016, filed 8 Feb 2017.