Gemmer Asset Management’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 |
-254
| Closed | -$13K | – | 1504 |
|
|
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
LTFS
OSNBOA
AW