Fairview Capital Investment Management’s Westar Energy Inc WR Stock Holding History

Fairview Capital Investment 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	-9,000	Closed	-$473K	–	142
2018 Q1	$473K	Hold	9,000	–	–	0.03%	86
2017 Q4	$475K	Hold	9,000	–	–	0.03%	84
2017 Q3	$446K	Hold	9,000	–	–	0.03%	84
2017 Q2	$477K	Hold	9,000	–	–	0.03%	81
2017 Q1	$488K	Sell	9,000 -1,000	-10%	-$54.4K	0.03%	69
2016 Q4	$564K	Hold	10,000	–	–	0.04%	69
2016 Q3	$568K	Hold	10,000	–	–	0.04%	63
2016 Q2	$561K	Hold	10,000	–	–	0.05%	60
2016 Q1	$496K	Sell	10,000 -4,000	-29%	-$178K	0.04%	61
2015 Q4	$594K	Hold	14,000	–	–	0.05%	60
2015 Q3	$538K	Hold	14,000	–	–	0.05%	57
2015 Q2	$479K	Hold	14,000	–	–	0.04%	58
2015 Q1	$543K	Sell	14,000 -6,000	-30%	-$241K	0.04%	59
2014 Q4	$825K	Hold	20,000	–	–	0.07%	59
2014 Q3	$682K	Hold	20,000	–	–	0.06%	58
2014 Q2	$764K	Hold	20,000	–	–	0.06%	59
2014 Q1	$703K	Hold	20,000	–	–	0.06%	56
2013 Q4	$643K	Hold	20,000	–	–	0.06%	59
2013 Q3	$613K	Hold	20,000	–	–	0.06%	57
2013 Q2	$639K	Buy	+20,000	New	+$657K	0.07%	56

Other funds holding WR

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 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

Fairview Capital Investment Management's WR Position: Q2 2018 in Review

Fairview Capital Investment Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 9,000 shares — an estimated $473K sold.

Fairview Capital Investment Management first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $825K in Q4 2014. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

Fairview Capital Investment Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
Fairview Capital Investment Management sold 9,000 Westar Energy Inc shares in Q2 2018, an estimated $473K.
Fairview Capital Investment Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
Fairview Capital Investment Management's Westar Energy Inc position peaked at $825K in Q4 2014.
4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Fairview Capital Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.