RCAMU
WR

Rothschild & Co Asset Management US’s Westar Energy Inc WR Stock Holding History

Rothschild & Co Asset Management US’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
Q3 		– Sell
-54,572
Closed -$2.89M – 589
2017
Q2 		$2.89M Buy
54,572
+24,828
+83% +$1.31M 0.03% 308
2017
Q1 		$1.61M Buy
29,744
+9,772
+49% +$532K 0.02% 339
2016
Q4 		$1.13M Buy
19,972
+7,485
+60% +$425K 0.01% 380
2016
Q3 		$709K Buy
12,487
+4,591
+58% +$254K 0.01% 370
2016
Q2 		$443K Buy
7,896
+724
+10% +$38.3K 0.01% 437
2016
Q1 		$356K Buy
+7,172
New +$320K 0.01% 409

Other funds holding WR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rothschild & Co Asset Management US's WR Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Westar Energy Inc (WR) in Q3 2017, closing a stake of 54,572 shares — an estimated $2.89M sold.

Rothschild & Co Asset Management US first reported a position in WR in Q1 2016 and held it in 6 quarters. The position peaked at $2.89M in Q2 2017. 358 funds tracked by Wall St. Rank hold WR as of Q3 2017.

  • Rothschild & Co Asset Management US reported no remaining Westar Energy Inc position as of Q3 2017 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 54,572 Westar Energy Inc shares in Q3 2017, an estimated $2.89M.
  • Rothschild & Co Asset Management US first reported a position in Westar Energy Inc in Q1 2016 and held it in 6 quarters.
  • Rothschild & Co Asset Management US's Westar Energy Inc position peaked at $2.89M in Q2 2017.
  • 358 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.