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

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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