Delta Asset Management’s Westar Energy Inc WR Stock Holding History

Delta Asset 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	-250	Closed	-$13K	–	699
2018 Q1	$13K	Hold	250	–	–	﹤0.01%	416
2017 Q4	$13K	Hold	250	–	–	﹤0.01%	411
2017 Q3	$12K	Hold	250	–	–	﹤0.01%	394
2017 Q2	$13K	Hold	250	–	–	﹤0.01%	390
2017 Q1	$14K	Hold	250	–	–	﹤0.01%	382
2016 Q4	$14K	Sell	250 -50	-17%	-$2.84K	﹤0.01%	382
2016 Q3	$17K	Hold	300	–	–	﹤0.01%	345
2016 Q2	$17K	Hold	300	–	–	﹤0.01%	352
2016 Q1	$15K	Hold	300	–	–	﹤0.01%	369
2015 Q4	$13K	Sell	300 -152	-34%	-$6.21K	﹤0.01%	386
2015 Q3	$17K	Hold	452	–	–	﹤0.01%	348
2015 Q2	$15K	Hold	452	–	–	﹤0.01%	372
2015 Q1	$18K	Hold	452	–	–	﹤0.01%	357
2014 Q4	$19K	Hold	452	–	–	﹤0.01%	361
2014 Q3	$15K	Hold	452	–	–	﹤0.01%	368
2014 Q2	$17K	Hold	452	–	–	﹤0.01%	359
2014 Q1	$16K	Hold	452	–	–	﹤0.01%	361
2013 Q4	$15K	Hold	452	–	–	﹤0.01%	362
2013 Q3	$14K	Hold	452	–	–	﹤0.01%	368
2013 Q2	$14K	Buy	+452	New	+$14.8K	﹤0.01%	371

Other funds holding WR

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

Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Delta Asset Management's WR Position: Q2 2018 in Review

Delta Asset Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 250 shares — an estimated $13K sold.

Delta Asset Management first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $19K in Q4 2014. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

Delta Asset Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
Delta Asset Management sold 250 Westar Energy Inc shares in Q2 2018, an estimated $13K.
Delta Asset Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
Delta Asset Management's Westar Energy Inc position peaked at $19K in Q4 2014.
4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

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