Fidelity Investments
WR

Fidelity Investments’s Westar Energy Inc WR Stock Holding History

Fidelity 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
-3,325,416
Closed -$175M – 2811
2018
Q1 		$175M Buy
3,325,416
+425,444
+15% +$21.5M 0.02% 738
2017
Q4 		$153M Buy
2,899,972
+1,754,508
+153% +$94.6M 0.02% 795
2017
Q3 		$56.8M Buy
1,145,464
+1,058,524
+1,218% +$53.8M 0.01% 1246
2017
Q2 		$4.61M Sell
86,940
-806,671
-90% -$42.7M ﹤0.01% 2191
2017
Q1 		$48.5M Buy
893,611
+535,309
+149% +$29.1M 0.01% 1316
2016
Q4 		$20.2M Sell
358,302
-732,197
-67% -$41.6M ﹤0.01% 1668
2016
Q3 		$61.9M Buy
1,090,499
+390,026
+56% +$21.6M 0.01% 1208
2016
Q2 		$39.3M Sell
700,473
-160,354
-19% -$8.49M 0.01% 1374
2016
Q1 		$42.7M Buy
860,827
+702,201
+443% +$31.3M 0.01% 1318
2015
Q4 		$6.73M Buy
+158,626
New +$6.49M ﹤0.01% 2107
2015
Q3 		– Sell
-6,665
Closed -$228K – 2872
2015
Q2 		$228K Sell
6,665
-1,945,744
-100% -$71.1M ﹤0.01% 2686
2015
Q1 		$75.7M Sell
1,952,409
-73,942
-4% -$2.97M 0.01% 1154
2014
Q4 		$83.6M Buy
2,026,351
+7,557
+0.4% +$288K 0.01% 1096
2014
Q3 		$68.9M Buy
2,018,794
+1,999,910
+10,590% +$72.4M 0.01% 1150
2014
Q2 		$721K Buy
+18,884
New +$677K ﹤0.01% 2547

Other funds holding WR

N
Natixis Paris, France $24.8B AUM 35.22% 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

Fidelity Investments's WR Position: Q2 2018 in Review

Fidelity Investments sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 3,325,416 shares — an estimated $175M sold.

Fidelity Investments first reported a position in WR in Q2 2014 and held it in 15 quarters. The position peaked at $175M in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Fidelity Investments reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Fidelity Investments sold 3,325,416 Westar Energy Inc shares in Q2 2018, an estimated $175M.
  • Fidelity Investments first reported a position in Westar Energy Inc in Q2 2014 and held it in 15 quarters.
  • Fidelity Investments's Westar Energy Inc position peaked at $175M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Fidelity Investments's 13F filing for Q2 2018, filed 10 Aug 2018.