SI
WR

SII Investments’s Westar Energy Inc WR Stock Holding History

SII Investments’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
-4,078
Closed -$217K – 660
2017
Q2 		$217K Sell
4,078
-417
-9% -$22.1K 0.01% 527
2017
Q1 		$242K Buy
4,495
+211
+5% +$11.5K 0.02% 527
2016
Q4 		$242K Sell
4,284
-1,045
-20% -$59.4K 0.02% 503
2016
Q3 		$302K Buy
5,329
+1,080
+25% +$59.7K 0.02% 418
2016
Q2 		$240K Sell
4,249
-599
-12% -$31.7K 0.02% 493
2016
Q1 		$241K Buy
+4,848
New +$216K 0.02% 490
2015
Q3 		– Sell
-12,086
Closed -$415K – 608
2015
Q2 		$415K Buy
12,086
+600
+5% +$21.9K 0.05% 322
2015
Q1 		$449K Buy
11,486
+1,150
+11% +$46.2K 0.05% 311
2014
Q4 		$420K Buy
10,336
+1,142
+12% +$43.6K 0.06% 291
2014
Q3 		$314K Buy
9,194
+2,094
+29% +$75.8K 0.04% 362
2014
Q2 		$274K Buy
+7,100
New +$254K 0.04% 370

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SII Investments's WR Position: Q3 2017 in Review

SII Investments sold out of Westar Energy Inc (WR) in Q3 2017, closing a stake of 4,078 shares — an estimated $217K sold.

SII Investments first reported a position in WR in Q2 2014 and held it in 11 quarters. The position peaked at $449K in Q1 2015. 358 funds tracked by Wall St. Rank hold WR as of Q3 2017.

  • SII Investments reported no remaining Westar Energy Inc position as of Q3 2017 after selling out during the quarter.
  • SII Investments sold 4,078 Westar Energy Inc shares in Q3 2017, an estimated $217K.
  • SII Investments first reported a position in Westar Energy Inc in Q2 2014 and held it in 11 quarters.
  • SII Investments's Westar Energy Inc position peaked at $449K in Q1 2015.
  • 358 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2017.

Based on SII Investments's 13F filing for Q3 2017, filed 13 Nov 2017.