UB
WR

UMB Bank’s Westar Energy Inc WR Stock Holding History

UMB Bank’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
-12,246
Closed -$644K – 351
2018
Q1 		$644K Buy
12,246
+411
+3% +$20.8K 0.02% 234
2017
Q4 		$625K Buy
11,835
+4,453
+60% +$240K 0.02% 229
2017
Q3 		$366K Buy
7,382
+46
+0.6% +$2.34K 0.01% 264
2017
Q2 		$389K Hold
7,336
– – 0.01% 257
2017
Q1 		$398K Buy
7,336
+962
+15% +$52.4K 0.01% 259
2016
Q4 		$359K Sell
6,374
-99
-2% -$5.63K 0.01% 265
2016
Q3 		$367K Buy
6,473
+367
+6% +$20.3K 0.01% 266
2016
Q2 		$343K Hold
6,106
– – 0.01% 264
2016
Q1 		$303K Hold
6,106
– – 0.01% 285
2015
Q4 		$259K Sell
6,106
-258
-4% -$10.5K 0.01% 310
2015
Q3 		$244K Sell
6,364
-500
-7% -$18.5K 0.01% 265
2015
Q2 		$234 Buy
6,864
+229
+3% +$8.37K 0.01% 290
2015
Q1 		$257 Sell
6,635
-300
-4% -$12.1K 0.01% 272
2014
Q4 		$286K Hold
6,935
– – 0.01% 256
2014
Q3 		$237 Sell
6,935
-150
-2% -$5.43K 0.01% 272
2014
Q2 		$271K Buy
7,085
+417
+6% +$14.9K 0.01% 265
2014
Q1 		$234K Buy
+6,668
New +$224K 0.01% 277

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