CIBC Asset Management’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,320
| Closed | -$332K | – | 1163 |
|
|
2018
Q1 | $332K | Sell |
6,320
-96
| -1% | -$4.85K | ﹤0.01% | 791 |
|
|
2017
Q4 | $339K | Sell |
6,416
-98
| -2% | -$5.29K | ﹤0.01% | 784 |
|
|
2017
Q3 | $323K | Buy |
6,514
+227
| +4% | +$11.5K | ﹤0.01% | 786 |
|
|
2017
Q2 | $333K | Sell |
6,287
-164
| -3% | -$8.69K | ﹤0.01% | 767 |
|
|
2017
Q1 | $350K | Sell |
6,451
-340
| -5% | -$18.5K | ﹤0.01% | 752 |
|
|
2016
Q4 | $383K | Buy |
6,791
+2,502
| +58% | +$142K | ﹤0.01% | 738 |
|
|
2016
Q3 | $243K | Hold |
4,289
| – | – | ﹤0.01% | 835 |
|
|
2016
Q2 | $241K | Hold |
4,289
| – | – | ﹤0.01% | 819 |
|
|
2016
Q1 | $213K | Buy |
+4,289
| New | +$191K | ﹤0.01% | 850 |
|
|
2014
Q3 | – | Sell |
-12,316
| Closed | -$470K | – | 991 |
|
|
2014
Q2 | $470K | Hold |
12,316
| – | – | ﹤0.01% | 694 |
|
|
2014
Q1 | $433K | Sell |
12,316
-2,017
| -14% | -$67.9K | ﹤0.01% | 753 |
|
|
2013
Q4 | $461K | Hold |
14,333
| – | – | ﹤0.01% | 698 |
|
|
2013
Q3 | $439K | Buy |
14,333
+1,342
| +10% | +$42.9K | ﹤0.01% | 676 |
|
|
2013
Q2 | $415K | Buy |
+12,991
| New | +$427K | ﹤0.01% | 672 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW