Ameritas Investment Partners’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-42,507
| Closed | -$2.24M | – | 3165 |
|
|
2018
Q1 | $2.24M | Hold |
42,507
| – | – | 0.11% | 216 |
|
|
2017
Q4 | $2.24M | Hold |
42,507
| – | – | 0.1% | 218 |
|
|
2017
Q3 | $2.18M | Hold |
42,507
| – | – | 0.1% | 212 |
|
|
2017
Q2 | $2.25M | Buy |
42,507
+634
| +2% | +$33.6K | 0.11% | 203 |
|
|
2017
Q1 | $2.27M | Sell |
41,873
-839
| -2% | -$45.5K | 0.11% | 197 |
|
|
2016
Q4 | $2.41M | Hold |
42,712
| – | – | 0.12% | 185 |
|
|
2016
Q3 | $2.42M | Buy |
42,712
+20,309
| +91% | +$1.15M | 0.13% | 161 |
|
|
2016
Q2 | $1.26M | Buy |
22,403
+1,071
| +5% | +$60.1K | 0.08% | 238 |
|
|
2016
Q1 | $1.06M | Hold |
21,332
| – | – | 0.07% | 287 |
|
|
2015
Q4 | $905K | Buy |
21,332
+268
| +1% | +$11.4K | 0.06% | 325 |
|
|
2015
Q3 | $810K | Buy |
21,064
+1,200
| +6% | +$46.1K | 0.06% | 341 |
|
|
2015
Q2 | $680K | Hold |
19,864
| – | – | 0.04% | 440 |
|
|
2015
Q1 | $770K | Buy |
19,864
+669
| +3% | +$25.9K | 0.05% | 401 |
|
|
2014
Q4 | $792K | Hold |
19,195
| – | – | 0.05% | 377 |
|
|
2014
Q3 | $655K | Hold |
19,195
| – | – | 0.05% | 442 |
|
|
2014
Q2 | $733K | Sell |
19,195
-459
| -2% | -$17.5K | 0.05% | 405 |
|
|
2014
Q1 | $691K | Sell |
19,654
-479
| -2% | -$16.8K | 0.05% | 410 |
|
|
2013
Q4 | $648K | Hold |
20,133
| – | – | 0.05% | 459 |
|
|
2013
Q3 | $617K | Buy |
+20,133
| New | +$617K | 0.06% | 429 |
|