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

Colorado 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
-3,899
Closed -$205K – 93
2018
Q1 		$205K Buy
3,899
+8
+0.2% +$404 0.14% 84
2017
Q4 		$205K Buy
+3,891
New +$210K 0.14% 77

Other funds holding WR

Natixis
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ladenburg Thalmann Financial Services
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

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

Colorado Capital Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 3,899 shares — an estimated $205K sold.

Colorado Capital Management first reported a position in WR in Q4 2017 and held it in 2 quarters. The position peaked at $205K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Colorado Capital Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Colorado Capital Management sold 3,899 Westar Energy Inc shares in Q2 2018, an estimated $205K.
  • Colorado Capital Management first reported a position in Westar Energy Inc in Q4 2017 and held it in 2 quarters.
  • Colorado Capital Management's Westar Energy Inc position peaked at $205K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Colorado Capital Management's 13F filing for Q2 2018, filed 23 Jul 2018.