Dimensional Fund Advisors’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 |
-484,619
| Closed | -$25.5M | – | 3431 |
|
|
2018
Q1 | $25.5M | Buy |
484,619
+177
| +0% | +$8.94K | 0.01% | 1919 |
|
|
2017
Q4 | $25.6M | Buy |
484,442
+2,895
| +0.6% | +$156K | 0.01% | 1929 |
|
|
2017
Q3 | $23.9M | Buy |
481,547
+1,838
| +0.4% | +$93.4K | 0.01% | 1943 |
|
|
2017
Q2 | $25.4M | Buy |
479,709
+3,074
| +0.6% | +$163K | 0.01% | 1877 |
|
|
2017
Q1 | $25.9M | Buy |
476,635
+1,181
| +0.2% | +$64.3K | 0.01% | 1830 |
|
|
2016
Q4 | $26.8M | Sell |
475,454
-17,987
| -4% | -$1.02M | 0.01% | 1753 |
|
|
2016
Q3 | $28M | Buy |
493,441
+10,051
| +2% | +$556K | 0.02% | 1637 |
|
|
2016
Q2 | $27.1M | Sell |
483,390
-150
| -0% | -$7.94K | 0.02% | 1589 |
|
|
2016
Q1 | $24M | Sell |
483,540
-4,530
| -0.9% | -$202K | 0.01% | 1664 |
|
|
2015
Q4 | $20.7M | Sell |
488,070
-24,415
| -5% | -$998K | 0.01% | 1760 |
|
|
2015
Q3 | $19.7M | Buy |
512,485
+27,961
| +6% | +$1.03M | 0.01% | 1773 |
|
|
2015
Q2 | $16.6M | Buy |
484,524
+48,451
| +11% | +$1.77M | 0.01% | 1986 |
|
|
2015
Q1 | $16.9M | Buy |
436,073
+16,350
| +4% | +$657K | 0.01% | 1937 |
|
|
2014
Q4 | $17.3M | Buy |
419,723
+85,046
| +25% | +$3.25M | 0.01% | 1886 |
|
|
2014
Q3 | $11.4M | Buy |
334,677
+4,503
| +1% | +$163K | 0.01% | 2104 |
|
|
2014
Q2 | $12.6M | Buy |
330,174
+23,200
| +8% | +$831K | 0.01% | 2057 |
|
|
2014
Q1 | $10.8M | Buy |
306,974
+6,306
| +2% | +$212K | 0.01% | 2134 |
|
|
2013
Q4 | $9.67M | Buy |
300,668
+12,189
| +4% | +$385K | 0.01% | 2196 |
|
|
2013
Q3 | $8.84M | Buy |
288,479
+27,323
| +10% | +$873K | 0.01% | 2204 |
|
|
2013
Q2 | $8.35M | Buy |
+261,156
| New | +$8.58M | 0.01% | 2161 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW