CCM
WR

Cadence Capital Management’s Westar Energy Inc WR Stock Holding History

Cadence 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
-4,748
Closed -$250K – 704
2018
Q1 		$250K Hold
4,748
– – 0.02% 609
2017
Q4 		$251K Sell
4,748
-2,703
-36% -$146K 0.02% 609
2017
Q3 		$370K Buy
7,451
+2,322
+45% +$118K 0.02% 565
2017
Q2 		$272K Sell
5,129
-586
-10% -$31K 0.02% 618
2017
Q1 		$310K Sell
5,715
-2,331
-29% -$127K 0.02% 605
2016
Q4 		$453K Buy
+8,046
New +$457K 0.03% 532
2016
Q2 		– Sell
-4,598
Closed -$228K – 686
2016
Q1 		$228K Sell
4,598
-4,059
-47% -$181K 0.02% 590
2015
Q4 		$367K Buy
8,657
+54
+0.6% +$2.21K 0.02% 518
2015
Q3 		$331K Sell
8,603
-6,678
-44% -$247K 0.02% 512
2015
Q2 		$523K Buy
15,281
+7,251
+90% +$265K 0.03% 531
2015
Q1 		$311K Buy
+8,030
New +$323K 0.02% 556
2014
Q2 		– Sell
-7,259
Closed -$255K – 692
2014
Q1 		$255K Sell
7,259
-1,741
-19% -$58.6K 0.01% 565
2013
Q4 		$290K Buy
9,000
+358
+4% +$11.3K 0.01% 575
2013
Q3 		$265K Buy
+8,642
New +$276K 0.01% 585

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LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
OSNBOA
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AW
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