MOACM
WR

Mutual of America Capital Management’s Westar Energy Inc WR Stock Holding History

Mutual of America Capital 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
-131,038
Closed -$6.89M – 1735
2018
Q1 		$6.89M Sell
131,038
-221
-0.2% -$11.2K 0.11% 228
2017
Q4 		$6.93M Buy
131,259
+1,291
+1% +$69.6K 0.11% 235
2017
Q3 		$6.45M Buy
129,968
+673
+0.5% +$34.2K 0.11% 239
2017
Q2 		$6.86M Buy
129,295
+3,333
+3% +$177K 0.12% 192
2017
Q1 		$6.84M Buy
125,962
+1,356
+1% +$73.8K 0.12% 188
2016
Q4 		$7.02M Buy
124,606
+2,904
+2% +$165K 0.13% 162
2016
Q3 		$6.91M Buy
121,702
+639
+0.5% +$35.4K 0.14% 145
2016
Q2 		$6.79M Buy
121,063
+11,155
+10% +$590K 0.14% 133
2016
Q1 		$5.45M Buy
109,908
+3,204
+3% +$143K 0.12% 185
2015
Q4 		$4.53M Sell
106,704
-336
-0.3% -$13.7K 0.1% 247
2015
Q3 		$4.12M Buy
107,040
+8,931
+9% +$330K 0.1% 271
2015
Q2 		$3.36M Sell
98,109
-551
-0.6% -$20.1K 0.07% 403
2015
Q1 		$3.82M Buy
98,660
+4,217
+4% +$170K 0.08% 347
2014
Q4 		$3.9M Buy
94,443
+2,571
+3% +$98.1K 0.09% 327
2014
Q3 		$3.13M Buy
91,872
+740
+0.8% +$26.8K 0.07% 407
2014
Q2 		$3.48M Sell
91,132
-258
-0.3% -$9.24K 0.08% 363
2014
Q1 		$3.21M Buy
91,390
+12,970
+17% +$436K 0.08% 406
2013
Q4 		$2.52M Buy
78,420
+1,543
+2% +$48.7K 0.06% 541
2013
Q3 		$2.36M Buy
76,877
+1,820
+2% +$58.2K 0.06% 512
2013
Q2 		$2.4M Buy
+75,057
New +$2.47M 0.07% 456

Other funds holding WR

N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 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

Mutual of America Capital Management's WR Position: Q2 2018 in Review

Mutual of America Capital Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 131,038 shares — an estimated $6.89M sold.

Mutual of America Capital Management first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $7.02M in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Mutual of America Capital Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Mutual of America Capital Management sold 131,038 Westar Energy Inc shares in Q2 2018, an estimated $6.89M.
  • Mutual of America Capital Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Mutual of America Capital Management's Westar Energy Inc position peaked at $7.02M in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Mutual of America Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.