GBT
WR

Grove Bank & Trust’s Westar Energy Inc WR Stock Holding History

Grove Bank & Trust’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
Q1 		– Sell
-810
Closed -$43K – 522
2017
Q4 		$43K Hold
810
– – 0.02% 309
2017
Q3 		$40K Sell
810
-140
-15% -$7.12K 0.02% 322
2017
Q2 		$50K Buy
950
+140
+17% +$7.41K 0.03% 257
2017
Q1 		$44K Hold
810
– – 0.04% 229
2016
Q4 		$46K Buy
+810
New +$46K 0.04% 235

Other funds holding WR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Grove Bank & Trust's WR Position: Q1 2018 in Review

Grove Bank & Trust sold out of Westar Energy Inc (WR) in Q1 2018, closing a stake of 810 shares — an estimated $43K sold.

Grove Bank & Trust first reported a position in WR in Q4 2016 and held it in 5 quarters. The position peaked at $50K in Q2 2017. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

  • Grove Bank & Trust reported no remaining Westar Energy Inc position as of Q1 2018 after selling out during the quarter.
  • Grove Bank & Trust sold 810 Westar Energy Inc shares in Q1 2018, an estimated $43K.
  • Grove Bank & Trust first reported a position in Westar Energy Inc in Q4 2016 and held it in 5 quarters.
  • Grove Bank & Trust's Westar Energy Inc position peaked at $50K in Q2 2017.
  • 371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on Grove Bank & Trust's 13F filing for Q1 2018, filed 7 May 2018.