Ameriprise
WR

Ameriprise’s Westar Energy Inc WR Stock Holding History

Ameriprise’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
Q4 		– Sell
-15,100
Closed -$857K – 4056
2016
Q3 		$857K Buy
15,100
+10,600
+236% +$586K ﹤0.01% 2973
2016
Q2 		$252K Buy
+4,500
New +$238K ﹤0.01% 3454

Other funds holding WR

N
Natixis Paris, France $28B AUM 26.79% 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

Ameriprise's WR Position: Q2 2018 in Review

Ameriprise sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,631,539 shares — an estimated $85.8M sold.

Ameriprise first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $110M in Q3 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Ameriprise reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Ameriprise sold 1,631,539 Westar Energy Inc shares in Q2 2018, an estimated $85.8M.
  • Ameriprise first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Ameriprise's Westar Energy Inc position peaked at $110M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Ameriprise's 13F filing for Q2 2018, filed 14 Aug 2018.