Canada Life
WR

Canada Life’s Westar Energy Inc WR Stock Holding History

Canada Life’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
-185,856
Closed -$9.78M – 2784
2018
Q1 		$9.78M Buy
185,856
+13,630
+8% +$688K 0.02% 538
2017
Q4 		$9.09M Buy
172,226
+5,442
+3% +$294K 0.02% 570
2017
Q3 		$8.3M Sell
166,784
-104
-0.1% -$5.29K 0.02% 569
2017
Q2 		$8.84M Sell
166,888
-24,405
-13% -$1.29M 0.02% 551
2017
Q1 		$10.4M Buy
191,293
+8,776
+5% +$478K 0.03% 489
2016
Q4 		$10.3M Buy
182,517
+75,757
+71% +$4.31M 0.03% 475
2016
Q3 		$6.06M Buy
106,760
+2,432
+2% +$135K 0.02% 630
2016
Q2 		$5.85M Buy
104,328
+47,288
+83% +$2.5M 0.02% 623
2016
Q1 		$2.83M Buy
57,040
+1,833
+3% +$81.8K 0.01% 685
2015
Q4 		$2.35M Buy
55,207
+43,770
+383% +$1.79M 0.01% 704
2015
Q3 		$441K Hold
11,437
– – ﹤0.01% 918
2015
Q2 		$390K Hold
11,437
– – ﹤0.01% 1074
2015
Q1 		$442K Buy
11,437
+1,752
+18% +$70.4K ﹤0.01% 1009
2014
Q4 		$398K Hold
9,685
– – ﹤0.01% 1008
2014
Q3 		$332K Buy
9,685
+2,555
+36% +$92.5K ﹤0.01% 1028
2014
Q2 		$271K Hold
7,130
– – ﹤0.01% 1013
2014
Q1 		$249K Hold
7,130
– – ﹤0.01% 1029
2013
Q4 		$231K Buy
+7,130
New +$225K ﹤0.01% 1030

Other funds holding WR

N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

Canada Life's WR Position: Q2 2018 in Review

Canada Life sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 185,856 shares — an estimated $9.78M sold.

Canada Life first reported a position in WR in Q4 2013 and held it in 18 quarters. The position peaked at $10.4M in Q1 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Canada Life reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Canada Life sold 185,856 Westar Energy Inc shares in Q2 2018, an estimated $9.78M.
  • Canada Life first reported a position in Westar Energy Inc in Q4 2013 and held it in 18 quarters.
  • Canada Life's Westar Energy Inc position peaked at $10.4M in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Canada Life's 13F filing for Q2 2018, filed 10 Aug 2018.