ZP
WR

Zimmer Partners’s Westar Energy Inc WR Stock Holding History

Zimmer Partners’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
2016
Q2 		– Sell
-55,000
Closed -$2.73M – 116
2016
Q1 		$2.73M Buy
+55,000
New +$2.45M 0.11% 78
2014
Q2 		– Sell
-550,000
Closed -$19.3M – 74
2014
Q1 		$19.3M Sell
550,000
-836,400
-60% -$28.1M 2.7% 12
2013
Q4 		$44.6M Sell
1,386,400
-213,600
-13% -$6.74M 5.49% 4
2013
Q3 		$49M Buy
+1,600,000
New +$51.1M 9.49% 2

Other funds holding WR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Zimmer Partners's WR Position: Q2 2016 in Review

Zimmer Partners sold out of Westar Energy Inc (WR) in Q2 2016, closing a stake of 55,000 shares — an estimated $2.73M sold.

Zimmer Partners first reported a position in WR in Q3 2013 and held it in 4 quarters. The position peaked at $49M in Q3 2013. 406 funds tracked by Wall St. Rank hold WR as of Q2 2016.

  • Zimmer Partners reported no remaining Westar Energy Inc position as of Q2 2016 after selling out during the quarter.
  • Zimmer Partners sold 55,000 Westar Energy Inc shares in Q2 2016, an estimated $2.73M.
  • Zimmer Partners first reported a position in Westar Energy Inc in Q3 2013 and held it in 4 quarters.
  • Zimmer Partners's Westar Energy Inc position peaked at $49M in Q3 2013.
  • 406 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2016.

Based on Zimmer Partners's 13F filing for Q2 2016, filed 15 Aug 2016.