FMII
WR

Farmers & Merchants Investments Inc’s Westar Energy Inc WR Stock Holding History

Farmers & Merchants Investments Inc’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
-813
Closed -$43K – 896
2018
Q1 		$43K Hold
813
– – ﹤0.01% 340
2017
Q4 		$43K Hold
813
– – ﹤0.01% 342
2017
Q3 		$40K Hold
813
– – ﹤0.01% 346
2017
Q2 		$43K Hold
813
– – ﹤0.01% 349
2017
Q1 		$44K Hold
813
– – ﹤0.01% 324
2016
Q4 		$46K Hold
813
– – ﹤0.01% 348
2016
Q3 		$46K Hold
813
– – ﹤0.01% 296
2016
Q2 		$46K Sell
813
-292
-26% -$15.5K 0.01% 280
2016
Q1 		$55K Buy
1,105
+292
+36% +$13K 0.01% 266
2015
Q4 		$34K Sell
813
-1,000
-55% -$40.9K ﹤0.01% 319
2015
Q3 		$70K Buy
1,813
+813
+81% +$30K 0.01% 254
2015
Q2 		$34K Hold
1,000
– – ﹤0.01% 328
2015
Q1 		$39K Hold
1,000
– – ﹤0.01% 315
2014
Q4 		$41K Hold
1,000
– – 0.01% 306
2014
Q3 		$34K Sell
1,000
-511
-34% -$18.5K ﹤0.01% 321
2014
Q2 		$58K Buy
1,511
+511
+51% +$18.3K 0.01% 278
2014
Q1 		$35K Hold
1,000
– – ﹤0.01% 319
2013
Q4 		$32K Hold
1,000
– – ﹤0.01% 338
2013
Q3 		$31K Hold
1,000
– – ﹤0.01% 331
2013
Q2 		$32K Buy
+1,000
New +$32.8K ﹤0.01% 323

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 27.61% 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

Farmers & Merchants Investments Inc's WR Position: Q2 2018 in Review

Farmers & Merchants Investments Inc sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 813 shares — an estimated $43K sold.

Farmers & Merchants Investments Inc first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $70K in Q3 2015. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Farmers & Merchants Investments Inc reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 813 Westar Energy Inc shares in Q2 2018, an estimated $43K.
  • Farmers & Merchants Investments Inc first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Farmers & Merchants Investments Inc's Westar Energy Inc position peaked at $70K in Q3 2015.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2018, filed 23 Jul 2018.