GAM
WR

Gemmer Asset Management’s Westar Energy Inc WR Stock Holding History

Gemmer Asset Management’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
-254
Closed -$13K – 1501
2018
Q1 		$13K Hold
254
– – ﹤0.01% 591
2017
Q4 		$13K Hold
254
– – ﹤0.01% 612
2017
Q3 		$13K Hold
254
– – ﹤0.01% 574
2017
Q2 		$13K Hold
254
– – 0.01% 552
2017
Q1 		$14K Sell
254
-14
-5% -$762 0.01% 522
2016
Q4 		$15K Buy
268
+14
+6% +$796 0.01% 457
2016
Q3 		$14K Hold
254
– – 0.01% 464
2016
Q2 		$14K Hold
254
– – 0.01% 441
2016
Q1 		$12K Hold
254
– – 0.01% 487
2015
Q4 		$11K Buy
254
+66
+35% +$2.7K 0.01% 532
2015
Q3 		$7K Hold
188
– – ﹤0.01% 716
2015
Q2 		$6K Sell
188
-58
-24% -$2.12K ﹤0.01% 818
2015
Q1 		$10K Hold
246
– – 0.01% 635
2014
Q4 		$10K Hold
246
– – 0.01% 612
2014
Q3 		$8K Hold
246
– – 0.01% 695
2014
Q2 		$9K Hold
246
– – 0.01% 684
2014
Q1 		$9K Buy
+246
New +$8.28K 0.01% 658

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

Gemmer Asset Management's WR Position: Q2 2018 in Review

Gemmer Asset Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 254 shares — an estimated $13K sold.

Gemmer Asset Management first reported a position in WR in Q1 2014 and held it in 17 quarters. The position peaked at $15K in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Gemmer Asset Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Gemmer Asset Management sold 254 Westar Energy Inc shares in Q2 2018, an estimated $13K.
  • Gemmer Asset Management first reported a position in Westar Energy Inc in Q1 2014 and held it in 17 quarters.
  • Gemmer Asset Management's Westar Energy Inc position peaked at $15K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Gemmer Asset Management's 13F filing for Q2 2018, filed 18 Jul 2018.