Massachusetts Financial Services’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-273,032
| Closed | -$14.4M | – | 900 |
|
|
2018
Q1 | $14.4M | Buy |
273,032
+77,592
| +40% | +$4.08M | 0.01% | 550 |
|
|
2017
Q4 | $10.3M | Buy |
195,440
+123,671
| +172% | +$6.53M | ﹤0.01% | 611 |
|
|
2017
Q3 | $3.56M | Buy |
+71,769
| New | +$3.56M | ﹤0.01% | 674 |
|
|
2015
Q1 | – | Sell |
-551,894
| Closed | -$22.8M | – | 946 |
|
|
2014
Q4 | $22.8M | Sell |
551,894
-123,615
| -18% | -$5.1M | 0.01% | 489 |
|
|
2014
Q3 | $23M | Sell |
675,509
-428,233
| -39% | -$14.6M | 0.01% | 500 |
|
|
2014
Q2 | $42.2M | Buy |
1,103,742
+333,210
| +43% | +$12.7M | 0.02% | 377 |
|
|
2014
Q1 | $27.1M | Hold |
770,532
| – | – | 0.01% | 451 |
|
|
2013
Q4 | $24.8M | Buy |
770,532
+102,350
| +15% | +$3.29M | 0.01% | 446 |
|
|
2013
Q3 | $20.5M | Sell |
668,182
-367,754
| -35% | -$11.3M | 0.01% | 461 |
|
|
2013
Q2 | $33.1M | Buy |
+1,035,936
| New | +$33.1M | 0.02% | 371 |
|