Schroder Investment Management Group
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Schroder Investment Management Group’s Westar Energy Inc WR Stock Holding History

Schroder Investment Management Group’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
-797,752
Closed -$42M – 1361
2018
Q1 		$42M Sell
797,752
-13,843
-2% -$699K 0.07% 307
2017
Q4 		$42.9M Buy
811,595
+2,119
+0.3% +$114K 0.07% 322
2017
Q3 		$40.4M Sell
809,476
-11,568
-1% -$588K 0.07% 325
2017
Q2 		$43.7M Buy
821,044
+78,944
+11% +$4.18M 0.08% 303
2017
Q1 		$40.3M Buy
742,100
+60,137
+9% +$3.27M 0.07% 321
2016
Q4 		$38.4M Sell
681,963
-20,966
-3% -$1.19M 0.07% 329
2016
Q3 		$39.9M Buy
702,929
+26,329
+4% +$1.46M 0.07% 314
2016
Q2 		$38M Buy
676,600
+96,200
+17% +$5.09M 0.08% 327
2016
Q1 		$28.9M Buy
580,400
+2,700
+0.5% +$120K 0.06% 376
2015
Q4 		$24.5M Buy
577,700
+84,300
+17% +$3.45M 0.05% 411
2015
Q3 		$19M Hold
493,400
– – 0.04% 476
2015
Q2 		$16.9M Sell
493,400
-117,800
-19% -$4.31M 0.03% 515
2015
Q1 		$23.3M Sell
611,200
-5,400
-0.9% -$217K 0.05% 443
2014
Q4 		$25.4M Buy
616,600
+9,000
+1% +$343K 0.05% 421
2014
Q3 		$20.7M Sell
607,600
-20,900
-3% -$757K 0.03% 480
2014
Q2 		$24M Sell
628,500
-63,100
-9% -$2.26M 0.03% 436
2014
Q1 		$24.3M Buy
691,600
+100
+0% +$3.37K 0.03% 444
2013
Q4 		$22.2M Sell
691,500
-14,500
-2% -$458K 0.03% 445
2013
Q3 		$21.6M Buy
+706,000
New +$22.6M 0.05% 414

Other funds holding WR

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

Schroder Investment Management Group's WR Position: Q2 2018 in Review

Schroder Investment Management Group sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 797,752 shares — an estimated $42M sold.

Schroder Investment Management Group first reported a position in WR in Q3 2013 and held it in 19 quarters. The position peaked at $43.7M in Q2 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Schroder Investment Management Group reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Schroder Investment Management Group sold 797,752 Westar Energy Inc shares in Q2 2018, an estimated $42M.
  • Schroder Investment Management Group first reported a position in Westar Energy Inc in Q3 2013 and held it in 19 quarters.
  • Schroder Investment Management Group's Westar Energy Inc position peaked at $43.7M in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Schroder Investment Management Group's 13F filing for Q2 2018, filed 13 Aug 2018.