SMDAM
WR

Sumitomo Mitsui DS Asset Management’s Westar Energy Inc WR Stock Holding History

Sumitomo Mitsui DS 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
-9,414
Closed -$495K – 802
2018
Q1 		$495K Buy
9,414
+134
+1% +$6.77K 0.01% 696
2017
Q4 		$489K Sell
9,280
-213
-2% -$11.5K 0.01% 711
2017
Q3 		$470K Sell
9,493
-1,634
-15% -$83.1K 0.01% 676
2017
Q2 		$589K Hold
11,127
– – 0.01% 635
2017
Q1 		$603K Buy
11,127
+1,434
+15% +$78.1K 0.01% 629
2016
Q4 		$546K Sell
9,693
-154
-2% -$8.75K 0.01% 620
2016
Q3 		$558K Buy
9,847
+32
+0.3% +$1.77K 0.01% 594
2016
Q2 		$550K Buy
+9,815
New +$520K 0.02% 569

Other funds holding WR

N
Natixis Paris, France $24.8B AUM 35.22% 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

Sumitomo Mitsui DS Asset Management's WR Position: Q2 2018 in Review

Sumitomo Mitsui DS Asset Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 9,414 shares — an estimated $495K sold.

Sumitomo Mitsui DS Asset Management first reported a position in WR in Q2 2016 and held it in 8 quarters. The position peaked at $603K in Q1 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Sumitomo Mitsui DS Asset Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 9,414 Westar Energy Inc shares in Q2 2018, an estimated $495K.
  • Sumitomo Mitsui DS Asset Management first reported a position in Westar Energy Inc in Q2 2016 and held it in 8 quarters.
  • Sumitomo Mitsui DS Asset Management's Westar Energy Inc position peaked at $603K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2018, filed 31 Jul 2018.