PCM
WR

Prelude Capital Management’s Westar Energy Inc WR Stock Holding History

Prelude Capital Management’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
-298
Closed -$15K – 2003
2017
Q3 		$15K Buy
+298
New +$15.2K ﹤0.01% 1376
2017
Q2 		– Sell
-20,245
Closed -$1.1M – 2088
2017
Q1 		$1.1M Buy
20,245
+2,745
+16% +$149K 0.11% 219
2016
Q4 		$986K Sell
17,500
-14,537
-45% -$826K 0.12% 209
2016
Q3 		$1.82M Buy
32,037
+10,212
+47% +$565K 0.19% 118
2016
Q2 		$1.22M Buy
21,825
+10,010
+85% +$530K 0.17% 146
2016
Q1 		$586K Buy
+11,815
New +$527K 0.08% 279
2015
Q2 		– Sell
-200
Closed -$8K – 2398
2015
Q1 		$8K Buy
+200
New +$8.04K ﹤0.01% 1844
2014
Q2 		– Sell
-960
Closed -$34K – 2477
2014
Q1 		$34K Buy
+960
New +$32.3K ﹤0.01% 1543
2013
Q4 		– Sell
-317
Closed -$10K – 2272
2013
Q3 		$10K Buy
+317
New +$10.1K ﹤0.01% 1303

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

Prelude Capital Management's WR Position: Q4 2017 in Review

Prelude Capital Management sold out of Westar Energy Inc (WR) in Q4 2017, closing a stake of 298 shares — an estimated $15K sold.

Prelude Capital Management first reported a position in WR in Q3 2013 and held it in 9 quarters. The position peaked at $1.82M in Q3 2016. 384 funds tracked by Wall St. Rank hold WR as of Q4 2017.

  • Prelude Capital Management reported no remaining Westar Energy Inc position as of Q4 2017 after selling out during the quarter.
  • Prelude Capital Management sold 298 Westar Energy Inc shares in Q4 2017, an estimated $15K.
  • Prelude Capital Management first reported a position in Westar Energy Inc in Q3 2013 and held it in 9 quarters.
  • Prelude Capital Management's Westar Energy Inc position peaked at $1.82M in Q3 2016.
  • 384 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2017.

Based on Prelude Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.