BRCM
WR

Bright Rock Capital Management’s Westar Energy Inc WR Stock Holding History

Bright Rock Capital Management’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
-94,175
Closed -$4.95M – 82
2018
Q1 		$4.95M Buy
94,175
+15,000
+19% +$758K 1.7% 29
2017
Q4 		$4.18M Buy
79,175
+175
+0.2% +$9.44K 1.13% 45
2017
Q3 		$3.92M Hold
79,000
– – 1.14% 46
2017
Q2 		$4.19M Hold
79,000
– – 1.24% 46
2017
Q1 		$4.29M Hold
79,000
– – 1.28% 45
2016
Q4 		$4.45M Hold
79,000
– – 1.38% 41
2016
Q3 		$4.48M Sell
79,000
-275
-0.3% -$15.2K 1.42% 39
2016
Q2 		$4.45M Buy
79,275
+1,000
+1% +$52.9K 1.44% 34
2016
Q1 		$3.88M Sell
78,275
-8,725
-10% -$389K 1.33% 42
2015
Q4 		$3.69M Sell
87,000
-9,000
-9% -$368K 1.37% 39
2015
Q3 		$3.69M Sell
96,000
-7,000
-7% -$258K 1.48% 34
2015
Q2 		$3.52M Buy
103,000
+14,000
+16% +$512K 1.31% 41
2015
Q1 		$3.45M Buy
89,000
+7,000
+9% +$281K 1.29% 42
2014
Q4 		$3.38M Sell
82,000
-11,000
-12% -$420K 1.32% 43
2014
Q3 		$3.17M Hold
93,000
– – 1.35% 31
2014
Q2 		$3.55M Hold
93,000
– – 1.67% 28
2014
Q1 		$3.27M Hold
93,000
– – 1.66% 29
2013
Q4 		$2.99M Buy
93,000
+3,000
+3% +$94.7K 1.57% 28
2013
Q3 		$2.76M Buy
+90,000
New +$2.88M 1.55% 31

Other funds holding WR

N
Natixis Paris, France $28B 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 $530M AUM 29.29% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Bright Rock Capital Management's WR Position: Q2 2018 in Review

Bright Rock Capital Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 94,175 shares — an estimated $4.95M sold.

Bright Rock Capital Management first reported a position in WR in Q3 2013 and held it in 19 quarters. The position peaked at $4.95M in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Bright Rock Capital Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Bright Rock Capital Management sold 94,175 Westar Energy Inc shares in Q2 2018, an estimated $4.95M.
  • Bright Rock Capital Management first reported a position in Westar Energy Inc in Q3 2013 and held it in 19 quarters.
  • Bright Rock Capital Management's Westar Energy Inc position peaked at $4.95M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Bright Rock Capital Management's 13F filing for Q2 2018, filed 6 Jul 2018.