RA
WR

Rational Advisors’s Westar Energy Inc WR Stock Holding History

Rational 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
Q1 		– Sell
-4,600
Closed -$259K – 322
2016
Q4 		$259K Sell
4,600
-22,200
-83% -$1.26M 0.25% 112
2016
Q3 		$1.52M Buy
+26,800
New +$1.48M 1% 33
2013
Q4 		$107K Sell
3,322
-320
-9% -$10.1K 0.01% 610
2013
Q3 		$112K Sell
3,642
-105
-3% -$3.36K 0.01% 631
2013
Q2 		$120K Buy
+3,747
New +$123K 0.01% 600

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
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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rational Advisors's WR Position: Q1 2017 in Review

Rational Advisors sold out of Westar Energy Inc (WR) in Q1 2017, closing a stake of 4,600 shares — an estimated $259K sold.

Rational Advisors first reported a position in WR in Q2 2013 and held it in 5 quarters. The position peaked at $1.52M in Q3 2016. 383 funds tracked by Wall St. Rank hold WR as of Q1 2017.

  • Rational Advisors reported no remaining Westar Energy Inc position as of Q1 2017 after selling out during the quarter.
  • Rational Advisors sold 4,600 Westar Energy Inc shares in Q1 2017, an estimated $259K.
  • Rational Advisors first reported a position in Westar Energy Inc in Q2 2013 and held it in 5 quarters.
  • Rational Advisors's Westar Energy Inc position peaked at $1.52M in Q3 2016.
  • 383 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2017.

Based on Rational Advisors's 13F filing for Q1 2017, filed 9 May 2017.