GG
WR

Gofen & Glossberg’s Westar Energy Inc WR Stock Holding History

Gofen & Glossberg’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
-7,418
Closed -$390K – 462
2018
Q1 		$390K Hold
7,418
– – 0.01% 322
2017
Q4 		$392K Sell
7,418
-620
-8% -$33.4K 0.01% 340
2017
Q3 		$399K Buy
8,038
+518
+7% +$26.3K 0.01% 336
2017
Q2 		$399K Hold
7,520
– – 0.02% 329
2017
Q1 		$408K Buy
7,520
+520
+7% +$28.3K 0.02% 318
2016
Q4 		$394K Hold
7,000
– – 0.02% 307
2016
Q3 		$397K Hold
7,000
– – 0.02% 308
2016
Q2 		$393K Sell
7,000
-200
-3% -$10.6K 0.02% 301
2016
Q1 		$357K Hold
7,200
– – 0.02% 319
2015
Q4 		$305K Sell
7,200
-91
-1% -$3.72K 0.01% 340
2015
Q3 		$280K Buy
7,291
+91
+1% +$3.36K 0.01% 350
2015
Q2 		$246K Hold
7,200
– – 0.01% 393
2015
Q1 		$279K Sell
7,200
-400
-5% -$16.1K 0.01% 374
2014
Q4 		$313K Hold
7,600
– – 0.01% 340
2014
Q3 		$259K Hold
7,600
– – 0.01% 372
2014
Q2 		$290K Hold
7,600
– – 0.01% 357
2014
Q1 		$260K Hold
7,600
– – 0.01% 366
2013
Q4 		$244K Hold
7,600
– – 0.01% 373
2013
Q3 		$233K Hold
7,600
– – 0.01% 360
2013
Q2 		$243K Buy
+7,600
New +$250K 0.01% 344

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

Gofen & Glossberg's WR Position: Q2 2018 in Review

Gofen & Glossberg sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 7,418 shares — an estimated $390K sold.

Gofen & Glossberg first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $408K in Q1 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Gofen & Glossberg reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Gofen & Glossberg sold 7,418 Westar Energy Inc shares in Q2 2018, an estimated $390K.
  • Gofen & Glossberg first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Gofen & Glossberg's Westar Energy Inc position peaked at $408K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Gofen & Glossberg's 13F filing for Q2 2018, filed 11 Jul 2018.