AB
WR

Amalgamated Bank’s Westar Energy Inc WR Stock Holding History

Amalgamated Bank’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
2018
Q2 		– Sell
-28,397
Closed -$1.49M – 1775
2018
Q1 		$1.49M Sell
28,397
-259
-0.9% -$13.1K 0.04% 506
2017
Q4 		$1.51M Buy
28,656
+1,612
+6% +$86.9K 0.04% 501
2017
Q3 		$1.34M Sell
27,044
-847
-3% -$43.1K 0.04% 489
2017
Q2 		$1.48M Buy
27,891
+5,459
+24% +$289K 0.05% 411
2017
Q1 		$1.22M Buy
22,432
+626
+3% +$34.1K 0.06% 343
2016
Q4 		$1.23M Buy
21,806
+2,577
+13% +$146K 0.06% 375
2016
Q3 		$1.09M Buy
19,229
+1
+0% +$55 0.06% 326
2016
Q2 		$1.03M Buy
19,228
+2,145
+13% +$114K 0.06% 353
2016
Q1 		$847K Buy
17,083
+1,468
+9% +$65.5K 0.08% 274
2015
Q4 		$662K Sell
15,615
-930
-6% -$38K 0.08% 301
2015
Q3 		$636K Buy
16,545
+1,114
+7% +$41.1K 0.07% 373
2015
Q2 		$528K Buy
+15,431
New +$564K 0.05% 528

Other funds holding WR

N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Amalgamated Bank's WR Position: Q2 2018 in Review

Amalgamated Bank sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 28,397 shares — an estimated $1.49M sold.

Amalgamated Bank first reported a position in WR in Q2 2015 and held it in 12 quarters. The position peaked at $1.51M in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Amalgamated Bank reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Amalgamated Bank sold 28,397 Westar Energy Inc shares in Q2 2018, an estimated $1.49M.
  • Amalgamated Bank first reported a position in Westar Energy Inc in Q2 2015 and held it in 12 quarters.
  • Amalgamated Bank's Westar Energy Inc position peaked at $1.51M in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Amalgamated Bank's 13F filing for Q2 2018, filed 18 Jul 2018.