CGH
WR

Crossmark Global Holdings’s Westar Energy Inc WR Stock Holding History

Crossmark Global Holdings’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
-12,802
Closed -$673K – 1625
2018
Q1 		$673K Sell
12,802
-1,362
-10% -$68.8K 0.02% 765
2017
Q4 		$748K Buy
14,164
+902
+7% +$48.6K 0.02% 760
2017
Q3 		$658K Buy
+13,262
New +$674K 0.02% 791
2016
Q3 		$658K Buy
+13,262
New +$734K 0.02% 791

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

Crossmark Global Holdings's WR Position: Q2 2018 in Review

Crossmark Global Holdings sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 12,802 shares — an estimated $673K sold.

Crossmark Global Holdings first reported a position in WR in Q3 2016 and held it in 4 quarters. The position peaked at $748K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Crossmark Global Holdings reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Crossmark Global Holdings sold 12,802 Westar Energy Inc shares in Q2 2018, an estimated $673K.
  • Crossmark Global Holdings first reported a position in Westar Energy Inc in Q3 2016 and held it in 4 quarters.
  • Crossmark Global Holdings's Westar Energy Inc position peaked at $748K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Crossmark Global Holdings's 13F filing for Q2 2018, filed 31 Jul 2018.