CIM
WR

Castleton Investment Management’s Westar Energy Inc WR Stock Holding History

Castleton Investment 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
-290,926
Closed -$15.3M – 74
2018
Q1 		$15.3M Buy
290,926
+42,182
+17% +$2.13M 5.59% 4
2017
Q4 		$13.1M Buy
248,744
+40,000
+19% +$2.16M 5.04% 7
2017
Q3 		$10.4M Buy
+208,744
New +$10.6M 3.84% 9
2017
Q1 		– Sell
-36,107
Closed -$2.04M – 82
2016
Q4 		$2.04M Sell
36,107
-17,000
-32% -$966K 0.8% 24
2016
Q3 		$3.01M Buy
+53,107
New +$2.94M 1.38% 21
2016
Q2 		– Sell
-95,049
Closed -$4.71M – 52
2016
Q1 		$4.71M Sell
95,049
-69,921
-42% -$3.12M 2.22% 17
2015
Q4 		$7M Buy
+164,970
New +$6.74M 4.41% 7

Other funds holding WR

N
Natixis Paris, France $25B 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 $484M AUM 26.33% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return