Bank of New York Mellon
WR

Bank of New York Mellon’s Westar Energy Inc WR Stock Holding History

Bank of New York Mellon’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
-1,926,366
Closed -$101M – 4439
2018
Q1 		$101M Sell
1,926,366
-21,956
-1% -$1.11M 0.03% 598
2017
Q4 		$103M Sell
1,948,322
-39,028
-2% -$2.1M 0.03% 613
2017
Q3 		$98.6M Buy
1,987,350
+25,378
+1% +$1.29M 0.03% 615
2017
Q2 		$104M Buy
1,961,972
+23,800
+1% +$1.26M 0.03% 562
2017
Q1 		$105M Buy
1,938,172
+69,839
+4% +$3.8M 0.03% 562
2016
Q4 		$105M Sell
1,868,333
-36,749
-2% -$2.09M 0.03% 540
2016
Q3 		$108M Buy
1,905,082
+32,671
+2% +$1.81M 0.03% 509
2016
Q2 		$105M Sell
1,872,411
-16,823
-0.9% -$890K 0.03% 506
2016
Q1 		$93.7M Sell
1,889,234
-170,426
-8% -$7.6M 0.03% 575
2015
Q4 		$87.3M Sell
2,059,660
-68,610
-3% -$2.81M 0.03% 591
2015
Q3 		$81.8M Buy
2,128,270
+82,509
+4% +$3.05M 0.03% 621
2015
Q2 		$70M Buy
2,045,761
+63,244
+3% +$2.31M 0.02% 737
2015
Q1 		$76.8M Buy
1,982,517
+2,558
+0.1% +$103K 0.02% 707
2014
Q4 		$81.7M Buy
1,979,959
+137,852
+7% +$5.26M 0.02% 668
2014
Q3 		$62.9M Sell
1,842,107
-53,589
-3% -$1.94M 0.02% 761
2014
Q2 		$72.4M Sell
1,895,696
-22,239
-1% -$797K 0.02% 725
2014
Q1 		$67.4M Buy
1,917,935
+377,366
+24% +$12.7M 0.02% 741
2013
Q4 		$49.6M Sell
1,540,569
-39,081
-2% -$1.23M 0.01% 889
2013
Q3 		$48.4M Sell
1,579,650
-29,308
-2% -$937K 0.01% 885
2013
Q2 		$51.4M Buy
+1,608,958
New +$52.8M 0.02% 813

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 New York Mellon's WR Position: Q2 2018 in Review

Bank of New York Mellon sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,926,366 shares — an estimated $101M sold.

Bank of New York Mellon first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $108M in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Bank of New York Mellon reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Bank of New York Mellon sold 1,926,366 Westar Energy Inc shares in Q2 2018, an estimated $101M.
  • Bank of New York Mellon first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Bank of New York Mellon's Westar Energy Inc position peaked at $108M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Bank of New York Mellon's 13F filing for Q2 2018, filed 6 Aug 2018.