ZCM
WR

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

Zebra 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 		– Sell
-7,144
Closed -$230K – 319
2013
Q4 		$230K Sell
7,144
-1,148
-14% -$36.2K 0.12% 229
2013
Q3 		$254K Buy
+8,292
New +$265K 0.2% 183

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

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

Zebra Capital Management sold out of Westar Energy Inc (WR) in Q1 2014, closing a stake of 7,144 shares — an estimated $230K sold.

Zebra Capital Management first reported a position in WR in Q3 2013 and held it in 2 quarters. The position peaked at $254K in Q3 2013. 312 funds tracked by Wall St. Rank hold WR as of Q1 2014.

  • Zebra Capital Management reported no remaining Westar Energy Inc position as of Q1 2014 after selling out during the quarter.
  • Zebra Capital Management sold 7,144 Westar Energy Inc shares in Q1 2014, an estimated $230K.
  • Zebra Capital Management first reported a position in Westar Energy Inc in Q3 2013 and held it in 2 quarters.
  • Zebra Capital Management's Westar Energy Inc position peaked at $254K in Q3 2013.
  • 312 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2014.

Based on Zebra Capital Management's 13F filing for Q1 2014, filed 6 May 2014.