Bank of Nova Scotia
WR

Bank of Nova Scotia’s Westar Energy Inc WR Stock Holding History

Bank of Nova Scotia’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
2017
Q4 		– Sell
-21,000
Closed -$1.04M – 1005
2017
Q3 		$1.04M Sell
21,000
-79,000
-79% -$4.02M 0.01% 725
2017
Q2 		$5.3M Sell
100,000
-25,000
-20% -$1.32M 0.03% 420
2017
Q1 		$6.78M Sell
125,000
-125,000
-50% -$6.8M 0.03% 348
2016
Q4 		$14.1M Buy
+250,000
New +$14.2M 0.07% 167

Other funds holding WR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of Nova Scotia's WR Position: Q4 2017 in Review

Bank of Nova Scotia sold out of Westar Energy Inc (WR) in Q4 2017, closing a stake of 21,000 shares — an estimated $1.04M sold.

Bank of Nova Scotia first reported a position in WR in Q4 2016 and held it in 4 quarters. The position peaked at $14.1M in Q4 2016. 384 funds tracked by Wall St. Rank hold WR as of Q4 2017.

  • Bank of Nova Scotia reported no remaining Westar Energy Inc position as of Q4 2017 after selling out during the quarter.
  • Bank of Nova Scotia sold 21,000 Westar Energy Inc shares in Q4 2017, an estimated $1.04M.
  • Bank of Nova Scotia first reported a position in Westar Energy Inc in Q4 2016 and held it in 4 quarters.
  • Bank of Nova Scotia's Westar Energy Inc position peaked at $14.1M in Q4 2016.
  • 384 funds tracked by Wall St. Rank held Westar Energy Inc as of Q4 2017.

Based on Bank of Nova Scotia's 13F filing for Q4 2017, filed 14 Feb 2018.