SAM
WR

Shell Asset Management’s Westar Energy Inc WR Stock Holding History

Shell Asset 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
-17,509
Closed -$921K – 1134
2018
Q1 		$921K Buy
17,509
+962
+6% +$48.6K 0.02% 708
2017
Q4 		$874K Sell
16,547
-182
-1% -$9.82K 0.02% 735
2017
Q3 		$830K Sell
16,729
-1,279
-7% -$65K 0.02% 685
2017
Q2 		$955K Sell
18,008
-2,116
-11% -$112K 0.02% 665
2017
Q1 		$1.09M Buy
20,124
+367
+2% +$20K 0.02% 585
2016
Q4 		$1.11M Buy
19,757
+10,399
+111% +$591K 0.03% 602
2016
Q3 		$531K Sell
9,358
-2,618
-22% -$145K 0.01% 844
2016
Q2 		$672K Buy
+11,976
New +$634K 0.02% 673

Other funds holding WR

N
Natixis Paris, France $25B 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 $484M AUM 26.33% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return