CCM
WR icon

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

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

Cadence Capital Management's WR Position: Q2 2018 in Review

Cadence Capital Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 4,748 shares — an estimated $250K sold.

Cadence Capital Management first reported a position in WR in Q3 2013 and held it in 14 quarters. The position peaked at $523K in Q2 2015. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Cadence Capital Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Cadence Capital Management sold 4,748 Westar Energy Inc shares in Q2 2018, an estimated $250K.
  • Cadence Capital Management first reported a position in Westar Energy Inc in Q3 2013 and held it in 14 quarters.
  • Cadence Capital Management's Westar Energy Inc position peaked at $523K in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Cadence Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.