DBT
WR

Dubuque Bank & Trust’s Westar Energy Inc WR Stock Holding History

Dubuque Bank & Trust’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
-166
Closed -$9K – 789
2018
Q1 		$9K Hold
166
– – ﹤0.01% 518
2017
Q4 		$9K Hold
166
– – ﹤0.01% 517
2017
Q3 		$8K Hold
166
– – ﹤0.01% 511
2017
Q2 		$9K Hold
166
– – ﹤0.01% 480
2017
Q1 		$9K Hold
166
– – ﹤0.01% 505
2016
Q4 		$9K Buy
+166
New +$9.44K ﹤0.01% 444
2016
Q2 		– Sell
-170
Closed -$8K – 690
2016
Q1 		$8K Hold
170
– – ﹤0.01% 478
2015
Q4 		$7K Sell
170
-130
-43% -$5.32K ﹤0.01% 582
2015
Q3 		$12K Hold
300
– – ﹤0.01% 412
2015
Q2 		$10K Buy
+300
New +$11K ﹤0.01% 483
2015
Q1 		– Sell
-871
Closed -$36K – 646
2014
Q4 		$36K Sell
871
-995
-53% -$38K 0.01% 341
2014
Q3 		$64K Hold
1,866
– – 0.01% 255
2014
Q2 		$71K Buy
+1,866
New +$66.9K 0.01% 275

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

Dubuque Bank & Trust's WR Position: Q2 2018 in Review

Dubuque Bank & Trust sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 166 shares — an estimated $9K sold.

Dubuque Bank & Trust first reported a position in WR in Q2 2014 and held it in 13 quarters. The position peaked at $71K in Q2 2014. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Dubuque Bank & Trust reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Dubuque Bank & Trust sold 166 Westar Energy Inc shares in Q2 2018, an estimated $9K.
  • Dubuque Bank & Trust first reported a position in Westar Energy Inc in Q2 2014 and held it in 13 quarters.
  • Dubuque Bank & Trust's Westar Energy Inc position peaked at $71K in Q2 2014.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Dubuque Bank & Trust's 13F filing for Q2 2018, filed 17 Jul 2018.