Sumitomo Mitsui Trust Group
WR icon

Sumitomo Mitsui Trust Group’s Westar Energy Inc WR Stock Holding History

Sumitomo Mitsui Trust 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
-418,565
Closed -$22M – 934
2018
Q1 		$22M Buy
418,565
+5,738
+1% +$290K 0.03% 580
2017
Q4 		$21.8M Sell
412,827
-24,608
-6% -$1.33M 0.03% 581
2017
Q3 		$21.7M Sell
437,435
-3,558
-0.8% -$181K 0.03% 558
2017
Q2 		$23.4M Buy
440,993
+1,862
+0.4% +$98.6K 0.03% 539
2017
Q1 		$23.8M Buy
439,131
+4,359
+1% +$237K 0.04% 527
2016
Q4 		$24.5M Buy
434,772
+18,899
+5% +$1.07M 0.04% 493
2016
Q3 		$23.6M Buy
415,873
+28,832
+7% +$1.59M 0.04% 508
2016
Q2 		$21.7M Buy
+387,041
New +$20.5M 0.04% 501

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 Trust Group's WR Position: Q2 2018 in Review

Sumitomo Mitsui Trust Group sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 418,565 shares — an estimated $22M sold.

Sumitomo Mitsui Trust Group first reported a position in WR in Q2 2016 and held it in 8 quarters. The position peaked at $24.5M in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Sumitomo Mitsui Trust Group reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 418,565 Westar Energy Inc shares in Q2 2018, an estimated $22M.
  • Sumitomo Mitsui Trust Group first reported a position in Westar Energy Inc in Q2 2016 and held it in 8 quarters.
  • Sumitomo Mitsui Trust Group's Westar Energy Inc position peaked at $24.5M in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2018, filed 1 Aug 2018.