Stifel Financial’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,586
| Closed | -$294K | – | 2841 |
|
|
2018
Q1 | $294K | Sell |
5,586
-124
| -2% | -$6.26K | ﹤0.01% | 2266 |
|
|
2017
Q4 | $301K | Buy |
5,710
+501
| +10% | +$27K | ﹤0.01% | 2204 |
|
|
2017
Q3 | $262K | Sell |
5,209
-1,357
| -21% | -$69K | ﹤0.01% | 2228 |
|
|
2017
Q2 | $348K | Sell |
6,566
-4,403
| -40% | -$233K | ﹤0.01% | 2058 |
|
|
2017
Q1 | $590K | Sell |
10,969
-4,810
| -30% | -$262K | ﹤0.01% | 1721 |
|
|
2016
Q4 | $889K | Sell |
15,779
-979
| -6% | -$55.7K | ﹤0.01% | 1451 |
|
|
2016
Q3 | $951K | Sell |
16,758
-3,621
| -18% | -$200K | ﹤0.01% | 1364 |
|
|
2016
Q2 | $1.14M | Buy |
20,379
+1,442
| +8% | +$76.3K | 0.01% | 1272 |
|
|
2016
Q1 | $939K | Sell |
18,937
-8,294
| -30% | -$370K | 0.01% | 1264 |
|
|
2015
Q4 | $1.16M | Buy |
27,231
+4,151
| +18% | +$170K | 0.01% | 1229 |
|
|
2015
Q3 | $886K | Sell |
23,080
-242,791
| -91% | -$8.97M | 0.01% | 1275 |
|
|
2015
Q2 | $9.1M | Buy |
265,871
+37,735
| +17% | +$1.38M | 0.05% | 391 |
|
|
2015
Q1 | $8.84M | Buy |
228,136
+22,448
| +11% | +$902K | 0.05% | 438 |
|
|
2014
Q4 | $8.48M | Buy |
205,688
+25,282
| +14% | +$965K | 0.05% | 438 |
|
|
2014
Q3 | $6.16M | Sell |
180,406
-3,571
| -2% | -$129K | 0.05% | 399 |
|
|
2014
Q2 | $7.03M | Buy |
183,977
+50,378
| +38% | +$1.8M | 0.06% | 367 |
|
|
2014
Q1 | $4.7M | Buy |
+133,599
| New | +$4.5M | 0.05% | 460 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW