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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

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.