Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ZIM
WR
Zacks Investment Management’s
Westar Energy Inc
WR
Stock Holding History
Zacks Investment 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
2015
Q2
–
Sell
-119,779
Closed
-$4.64M
–
797
2015
Q1
$4.64M
Sell
119,779
-6,349
-5%
-$255K
0.15%
140
2014
Q4
$5.2M
Sell
126,128
-9,116
-7%
-$348K
0.17%
134
2014
Q3
$4.62M
Sell
135,244
-83,088
-38%
-$3.01M
0.16%
130
2014
Q2
$8.36M
Sell
218,332
-6,130
-3%
-$220K
0.3%
105
2014
Q1
$7.89M
Sell
224,462
-3,118
-1%
-$105K
0.29%
115
2013
Q4
$7.32M
Sell
227,580
-18,952
-8%
-$598K
0.29%
120
2013
Q3
$7.56M
Sell
246,532
-17,306
-7%
-$553K
0.33%
118
2013
Q2
$8.43M
Buy
+263,838
New
+$8.67M
0.39%
102
Other funds holding WR
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
DPIM
Duff & Phelps Investment Management
Chicago, Illinois
$9.63B AUM
11.3%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close