AP
WR

Atwood & Palmer’s Westar Energy Inc WR Stock Holding History

Atwood & Palmer’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
-652
Closed -$34K – 330
2018
Q1 		$34K Sell
652
-398
-38% -$20.1K ﹤0.01% 196
2017
Q4 		$55K Hold
1,050
– – 0.01% 180
2017
Q3 		$52K Hold
1,050
– – 0.01% 182
2017
Q2 		$56K Hold
1,050
– – 0.01% 181
2017
Q1 		$57K Hold
1,050
– – 0.01% 173
2016
Q4 		$59K Sell
1,050
-1,000
-49% -$56.8K 0.01% 163
2016
Q3 		$116K Hold
2,050
– – 0.02% 136
2016
Q2 		$115K Buy
2,050
+66
+3% +$3.49K 0.02% 140
2016
Q1 		$98K Sell
1,984
-881
-31% -$39.3K 0.02% 142
2015
Q4 		$122K Hold
2,865
– – 0.02% 148
2015
Q3 		$110K Hold
2,865
– – 0.02% 147
2015
Q2 		$98K Buy
2,865
+1,500
+110% +$54.8K 0.02% 162
2015
Q1 		$53K Hold
1,365
– – 0.01% 183
2014
Q4 		$57K Hold
1,365
– – 0.01% 193
2014
Q3 		$47K Buy
1,365
+567
+71% +$20.5K 0.01% 207
2014
Q2 		$30K Buy
+798
New +$28.6K 0.01% 213

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

Atwood & Palmer's WR Position: Q2 2018 in Review

Atwood & Palmer sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 652 shares — an estimated $34K sold.

Atwood & Palmer first reported a position in WR in Q2 2014 and held it in 16 quarters. The position peaked at $122K in Q4 2015. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Atwood & Palmer reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Atwood & Palmer sold 652 Westar Energy Inc shares in Q2 2018, an estimated $34K.
  • Atwood & Palmer first reported a position in Westar Energy Inc in Q2 2014 and held it in 16 quarters.
  • Atwood & Palmer's Westar Energy Inc position peaked at $122K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Atwood & Palmer's 13F filing for Q2 2018, filed 19 Jul 2018.