Bank of Montreal
WR

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

Bank of Montreal’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
-47,287
Closed -$2.49M – 5026
2018
Q1 		$2.49M Buy
47,287
+37,832
+400% +$1.91M ﹤0.01% 1468
2017
Q4 		$499K Buy
9,455
+408
+5% +$22K ﹤0.01% 2281
2017
Q3 		$449K Buy
9,047
+286
+3% +$14.5K ﹤0.01% 2323
2017
Q2 		$464K Sell
8,761
-241
-3% -$12.8K ﹤0.01% 2310
2017
Q1 		$489K Sell
9,002
-6,662
-43% -$363K ﹤0.01% 2112
2016
Q4 		$892K Buy
15,664
+5,847
+60% +$332K ﹤0.01% 1938
2016
Q3 		$557K Sell
9,817
-26
-0.3% -$1.44K ﹤0.01% 2048
2016
Q2 		$552K Buy
9,843
+39
+0.4% +$2.06K ﹤0.01% 2081
2016
Q1 		$487K Buy
9,804
+1,301
+15% +$58K ﹤0.01% 2057
2015
Q4 		$361K Buy
8,503
+3,598
+73% +$147K ﹤0.01% 2130
2015
Q3 		$189K Buy
4,905
+332
+7% +$12.3K ﹤0.01% 2294
2015
Q2 		$157K Sell
4,573
-289
-6% -$10.6K ﹤0.01% 2514
2015
Q1 		$188K Sell
4,862
-270
-5% -$10.9K ﹤0.01% 2392
2014
Q4 		$211K Buy
5,132
+1,292
+34% +$49.3K ﹤0.01% 2455
2014
Q3 		$131K Buy
3,840
+429
+13% +$15.5K ﹤0.01% 2708
2014
Q2 		$129K Buy
3,411
+474
+16% +$17K ﹤0.01% 2704
2014
Q1 		$103K Sell
2,937
-286
-9% -$9.62K ﹤0.01% 2789
2013
Q4 		$103K Sell
3,223
-36
-1% -$1.14K ﹤0.01% 2527
2013
Q3 		$100K Sell
3,259
-363
-10% -$11.6K ﹤0.01% 2514
2013
Q2 		$116K Buy
+3,622
New +$119K ﹤0.01% 2382

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 Montreal's WR Position: Q2 2018 in Review

Bank of Montreal sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 47,287 shares — an estimated $2.49M sold.

Bank of Montreal first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $2.49M in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Bank of Montreal reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Bank of Montreal sold 47,287 Westar Energy Inc shares in Q2 2018, an estimated $2.49M.
  • Bank of Montreal first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Bank of Montreal's Westar Energy Inc position peaked at $2.49M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Bank of Montreal's 13F filing for Q2 2018, filed 16 Jul 2018.