OMCS
WR

Old Mutual Customised Solutions’s Westar Energy Inc WR Stock Holding History

Old Mutual Customised Solutions’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
-1,100
Closed -$58K – 774
2018
Q1 		$58K Hold
1,100
– – 0.01% 718
2017
Q4 		$58K Hold
1,100
– – 0.01% 719
2017
Q3 		$55K Hold
1,100
– – 0.01% 755
2017
Q2 		$58K Hold
1,100
– – 0.01% 738
2017
Q1 		$60K Hold
1,100
– – 0.01% 743
2016
Q4 		$62K Buy
+1,100
New +$62.5K 0.01% 742
2013
Q3 		– Sell
-1,100
Closed -$35K – 1634
2013
Q2 		$35K Buy
+1,100
New +$36.1K 0.01% 856

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 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

Old Mutual Customised Solutions's WR Position: Q2 2018 in Review

Old Mutual Customised Solutions sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,100 shares — an estimated $58K sold.

Old Mutual Customised Solutions first reported a position in WR in Q2 2013 and held it in 7 quarters. The position peaked at $62K in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Old Mutual Customised Solutions reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 1,100 Westar Energy Inc shares in Q2 2018, an estimated $58K.
  • Old Mutual Customised Solutions first reported a position in Westar Energy Inc in Q2 2013 and held it in 7 quarters.
  • Old Mutual Customised Solutions's Westar Energy Inc position peaked at $62K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.