TU
WR

TDAM USA’s Westar Energy Inc WR Stock Holding History

TDAM USA’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
-11,743
Closed -$582K – 342
2017
Q3 		$582K Hold
11,743
– – 0.03% 248
2017
Q2 		$625K Buy
11,743
+940
+9% +$49.8K 0.03% 251
2017
Q1 		$586K Hold
10,803
– – 0.03% 263
2016
Q4 		$609K Hold
10,803
– – 0.03% 265
2016
Q3 		$613K Sell
10,803
-229
-2% -$12.7K 0.03% 273
2016
Q2 		$619K Sell
11,032
-33,782
-75% -$1.79M 0.03% 264
2016
Q1 		$2.22M Sell
44,814
-22,961
-34% -$1.02M 0.11% 136
2015
Q4 		$2.87M Buy
67,775
+18,127
+37% +$741K 0.14% 131
2015
Q3 		$1.91M Buy
49,648
+543
+1% +$20.1K 0.1% 148
2015
Q2 		$1.68M Sell
49,105
-1,582
-3% -$57.8K 0.08% 172
2015
Q1 		$1.97M Buy
50,687
+36,074
+247% +$1.45M 0.08% 162
2014
Q4 		$603K Sell
14,613
-85
-0.6% -$3.24K 0.03% 214
2014
Q3 		$501K Sell
14,698
-1,377
-9% -$49.9K 0.02% 227
2014
Q2 		$614K Buy
16,075
+20
+0.1% +$717 0.03% 220
2014
Q1 		$564K Sell
16,055
-1,083
-6% -$36.4K 0.02% 229
2013
Q4 		$551K Buy
+17,138
New +$541K 0.02% 224

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

TDAM USA's WR Position: Q4 2017 in Review

TDAM USA sold out of Westar Energy Inc (WR) in Q4 2017, closing a stake of 11,743 shares — an estimated $582K sold.

TDAM USA first reported a position in WR in Q4 2013 and held it in 16 quarters. The position peaked at $2.87M in Q4 2015. 384 funds tracked by Wall St. Rank hold WR as of Q4 2017.

  • TDAM USA reported no remaining Westar Energy Inc position as of Q4 2017 after selling out during the quarter.
  • TDAM USA sold 11,743 Westar Energy Inc shares in Q4 2017, an estimated $582K.
  • TDAM USA first reported a position in Westar Energy Inc in Q4 2013 and held it in 16 quarters.
  • TDAM USA's Westar Energy Inc position peaked at $2.87M in Q4 2015.
  • 384 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2017.

Based on TDAM USA's 13F filing for Q4 2017, filed 2 Feb 2018.