Bank of America
WR

Bank of America’s Westar Energy Inc WR Stock Holding History

Bank of America’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
-504,633
Closed -$26.5M – 7637
2018
Q1 		$26.5M Buy
504,633
+7,681
+2% +$388K ﹤0.01% 1535
2017
Q4 		$26.2M Buy
496,952
+184,333
+59% +$9.94M ﹤0.01% 1586
2017
Q3 		$15.5M Buy
312,619
+70,554
+29% +$3.59M ﹤0.01% 2091
2017
Q2 		$12.8M Buy
242,065
+16,889
+8% +$894K ﹤0.01% 2121
2017
Q1 		$12.2M Sell
225,176
-79,690
-26% -$4.34M ﹤0.01% 2202
2016
Q4 		$17.2M Buy
304,866
+24,068
+9% +$1.37M ﹤0.01% 1814
2016
Q3 		$15.9M Buy
280,798
+8,353
+3% +$462K ﹤0.01% 1830
2016
Q2 		$15.3M Sell
272,445
-165,116
-38% -$8.74M ﹤0.01% 1800
2016
Q1 		$21.7M Sell
437,561
-27,046
-6% -$1.21M 0.01% 1503
2015
Q4 		$19.7M Sell
464,607
-38,164
-8% -$1.56M ﹤0.01% 1649
2015
Q3 		$19.3M Buy
502,771
+406,643
+423% +$15M ﹤0.01% 1648
2015
Q2 		$3.29M Sell
96,128
-697
-0.7% -$25.5K ﹤0.01% 2986
2015
Q1 		$3.75M Buy
96,825
+14,772
+18% +$594K ﹤0.01% 2714
2014
Q4 		$3.38M Sell
82,053
-41,354
-34% -$1.58M ﹤0.01% 2893
2014
Q3 		$4.21M Sell
123,407
-5,864
-5% -$212K ﹤0.01% 2728
2014
Q2 		$4.94M Buy
129,271
+22,542
+21% +$808K ﹤0.01% 2567
2014
Q1 		$3.75M Sell
106,729
-16,860
-14% -$567K ﹤0.01% 2652
2013
Q4 		$3.98M Sell
123,589
-101,540
-45% -$3.2M ﹤0.01% 2673
2013
Q3 		$6.9M Sell
225,129
-224,448
-50% -$7.17M ﹤0.01% 2125
2013
Q2 		$14.4M Buy
+449,577
New +$14.8M 0.01% 1447

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 27.61% 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

Bank of America's WR Position: Q2 2018 in Review

Bank of America sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 504,633 shares — an estimated $26.5M sold.

Bank of America first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $26.5M in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Bank of America reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Bank of America sold 504,633 Westar Energy Inc shares in Q2 2018, an estimated $26.5M.
  • Bank of America first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Bank of America's Westar Energy Inc position peaked at $26.5M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Bank of America's 13F filing for Q2 2018, filed 14 Aug 2018.