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DADC
WR
D.A. Davidson & Co’s
Westar Energy Inc
WR
Stock Holding History
D.A. Davidson & Co’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
Q3
–
Sell
-3,240
Closed
-$171K
–
2392
2017
Q2
$171K
Buy
3,240
+202
+7%
+$10.7K
﹤0.01%
1030
2017
Q1
$164K
Sell
3,038
-99
-3%
-$5.39K
﹤0.01%
1028
2016
Q4
$176K
Buy
3,137
+2
+0.1%
+$114
﹤0.01%
1059
2016
Q3
$177K
Buy
3,135
+1,606
+105%
+$88.8K
﹤0.01%
995
2016
Q2
$85K
Buy
1,529
+102
+7%
+$5.4K
﹤0.01%
1189
2016
Q1
$70K
Buy
1,427
+253
+22%
+$11.3K
﹤0.01%
1263
2015
Q4
$49K
Buy
1,174
+4
+0.3%
+$164
﹤0.01%
1402
2015
Q3
$44K
Sell
1,170
-330
-22%
-$12.2K
﹤0.01%
1432
2015
Q2
$51K
Buy
1,500
+336
+29%
+$12.3K
﹤0.01%
1431
2015
Q1
$45K
Sell
1,164
-2,247
-66%
-$90.3K
﹤0.01%
1472
2014
Q4
$140K
Sell
3,411
-77
-2%
-$2.94K
﹤0.01%
995
2014
Q3
$118K
Sell
3,488
-426
-11%
-$15.4K
﹤0.01%
1053
2014
Q2
$149K
Buy
3,914
+433
+12%
+$15.5K
0.01%
997
2014
Q1
$121K
Buy
3,481
+586
+20%
+$19.7K
﹤0.01%
1046
2013
Q4
$92K
Buy
2,895
+397
+16%
+$12.5K
﹤0.01%
1102
2013
Q3
$76K
Hold
2,498
–
–
﹤0.01%
1001
2013
Q2
$79K
Buy
+2,498
New
+$82.1K
﹤0.01%
965
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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