VIA
WR

Vident Investment Advisory’s Westar Energy Inc WR Stock Holding History

Vident Investment Advisory’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
-20,276
Closed -$1.05M – 1008
2018
Q1 		$1.05M Buy
20,276
+5,589
+38% +$282K 0.04% 388
2017
Q4 		$775K Buy
14,687
+6,555
+81% +$354K 0.03% 426
2017
Q3 		$403K Buy
8,132
+2,964
+57% +$151K 0.02% 570
2017
Q2 		$274K Buy
+5,168
New +$274K 0.02% 406

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

Vident Investment Advisory's WR Position: Q2 2018 in Review

Vident Investment Advisory sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 20,276 shares — an estimated $1.05M sold.

Vident Investment Advisory first reported a position in WR in Q2 2017 and held it in 4 quarters. The position peaked at $1.05M in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Vident Investment Advisory reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Vident Investment Advisory sold 20,276 Westar Energy Inc shares in Q2 2018, an estimated $1.05M.
  • Vident Investment Advisory first reported a position in Westar Energy Inc in Q2 2017 and held it in 4 quarters.
  • Vident Investment Advisory's Westar Energy Inc position peaked at $1.05M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Vident Investment Advisory's 13F filing for Q2 2018, filed 14 Aug 2018.