DSI
WR

Daiwa SB Investments’s Westar Energy Inc WR Stock Holding History

Daiwa SB Investments’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
-530
Closed -$28K – 264
2018
Q1 		$28K Sell
530
-50
-9% -$2.52K 0.01% 185
2017
Q4 		$31K Sell
580
-40
-6% -$2.16K 0.01% 187
2017
Q3 		$31K Buy
620
+110
+22% +$5.59K 0.01% 186
2017
Q2 		$27K Sell
510
-60
-11% -$3.18K 0.01% 191
2017
Q1 		$31K Buy
570
+30
+6% +$1.63K 0.01% 190
2016
Q4 		$30K Buy
+540
New +$30.7K 0.01% 182

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 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

Daiwa SB Investments's WR Position: Q2 2018 in Review

Daiwa SB Investments sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 530 shares — an estimated $28K sold.

Daiwa SB Investments first reported a position in WR in Q4 2016 and held it in 6 quarters. The position peaked at $31K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Daiwa SB Investments reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Daiwa SB Investments sold 530 Westar Energy Inc shares in Q2 2018, an estimated $28K.
  • Daiwa SB Investments first reported a position in Westar Energy Inc in Q4 2016 and held it in 6 quarters.
  • Daiwa SB Investments's Westar Energy Inc position peaked at $31K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Daiwa SB Investments's 13F filing for Q2 2018, filed 12 Jul 2018.