EP
WR

Elkfork Partners’s Westar Energy Inc WR Stock Holding History

Elkfork Partners’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
-17,798
Closed -$936K – 1059
2018
Q1 		$936K Buy
17,798
+2,662
+18% +$134K 0.03% 345
2017
Q4 		$799K Buy
15,136
+4,774
+46% +$257K 0.02% 411
2017
Q3 		$514K Buy
+10,362
New +$527K 0.01% 481

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

Elkfork Partners's WR Position: Q2 2018 in Review

Elkfork Partners sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 17,798 shares — an estimated $936K sold.

Elkfork Partners first reported a position in WR in Q3 2017 and held it in 3 quarters. The position peaked at $936K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Elkfork Partners reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Elkfork Partners sold 17,798 Westar Energy Inc shares in Q2 2018, an estimated $936K.
  • Elkfork Partners first reported a position in Westar Energy Inc in Q3 2017 and held it in 3 quarters.
  • Elkfork Partners's Westar Energy Inc position peaked at $936K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Elkfork Partners's 13F filing for Q2 2018, filed 14 Aug 2018.