WCM
WR

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

Winton 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
2014
Q1 		$696K Sell
19,796
-29,153
-60% -$981K ﹤0.01% 565
2013
Q4 		$1.57M Sell
48,949
-16,989
-26% -$536K 0.01% 492
2013
Q3 		$2.02M Buy
65,938
+18,363
+39% +$587K 0.02% 422
2013
Q2 		$1.52M Buy
+47,575
New +$1.56M 0.02% 431

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winton Capital Management's WR Position: Q1 2014 in Review

Winton Capital Management reduced its Westar Energy Inc (WR) stake by 60% in Q1 2014, selling an estimated $981K and leaving 19,796 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Winton Capital Management first reported a position in WR in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.02M in Q3 2013. 312 funds tracked by Wall St. Rank hold WR as of Q1 2014.

  • Winton Capital Management held 19,796 shares of Westar Energy Inc worth $696K as of Q1 2014.
  • Winton Capital Management sold 29,153 Westar Energy Inc shares in Q1 2014, an estimated $981K.
  • Westar Energy Inc made up ﹤0.01% of Winton Capital Management's portfolio in Q1 2014, its #565 holding.
  • Winton Capital Management first reported a position in Westar Energy Inc in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Westar Energy Inc position peaked at $2.02M in Q3 2013.
  • 312 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.