Advisors Asset Management’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,400
| Closed | -$192K | – | 1864 |
|
|
2016
Q4 | $192K | Sell |
3,400
-3,830
| -53% | -$216K | ﹤0.01% | 1381 |
|
|
2016
Q3 | $410K | Sell |
7,230
-15,579
| -68% | -$883K | 0.01% | 1155 |
|
|
2016
Q2 | $1.28M | Sell |
22,809
-9,098
| -29% | -$510K | 0.02% | 798 |
|
|
2016
Q1 | $1.58M | Sell |
31,907
-20,334
| -39% | -$1.01M | 0.03% | 707 |
|
|
2015
Q4 | $2.22M | Sell |
52,241
-9,937
| -16% | -$422K | 0.04% | 623 |
|
|
2015
Q3 | $2.39M | Sell |
62,178
-10,451
| -14% | -$402K | 0.04% | 569 |
|
|
2015
Q2 | $2.49M | Sell |
72,629
-1,410
| -2% | -$48.2K | 0.03% | 598 |
|
|
2015
Q1 | $2.87M | Buy |
74,039
+760
| +1% | +$29.5K | 0.04% | 539 |
|
|
2014
Q4 | $3.02M | Buy |
73,279
+2,780
| +4% | +$115K | 0.04% | 503 |
|
|
2014
Q3 | $2.41M | Buy |
70,499
+10,533
| +18% | +$359K | 0.03% | 552 |
|
|
2014
Q2 | $2.29M | Buy |
59,966
+8,800
| +17% | +$336K | 0.03% | 564 |
|
|
2014
Q1 | $1.8M | Buy |
51,166
+2,217
| +5% | +$78K | 0.03% | 579 |
|
|
2013
Q4 | $1.58M | Buy |
48,949
+6,348
| +15% | +$204K | 0.03% | 587 |
|
|
2013
Q3 | $1.31M | Sell |
42,601
-343
| -0.8% | -$10.5K | 0.02% | 601 |
|
|
2013
Q2 | $1.37M | Buy |
+42,944
| New | +$1.37M | 0.03% | 551 |
|