HSBC Holdings
WR

HSBC Holdings’s Westar Energy Inc WR Stock Holding History

HSBC Holdings’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
-47,438
Closed -$2.5M – 2816
2018
Q1 		$2.5M Sell
47,438
-23,547
-33% -$1.19M ﹤0.01% 1347
2017
Q4 		$3.75M Sell
70,985
-336,030
-83% -$18.1M 0.01% 931
2017
Q3 		$20.2M Sell
407,015
-107,112
-21% -$5.45M 0.03% 541
2017
Q2 		$27.3M Sell
514,127
-115,004
-18% -$6.09M 0.05% 409
2017
Q1 		$34.1M Buy
629,131
+4,332
+0.7% +$236K 0.07% 290
2016
Q4 		$35.2M Sell
624,799
-145,369
-19% -$8.26M 0.08% 278
2016
Q3 		$43.7M Buy
770,168
+227,167
+42% +$12.6M 0.11% 206
2016
Q2 		$30.5M Buy
543,001
+537,686
+10,116% +$28.5M 0.08% 286
2016
Q1 		$264K Buy
5,315
+395
+8% +$17.6K ﹤0.01% 1804
2015
Q4 		$209K Sell
4,920
-1,342
-21% -$54.9K ﹤0.01% 2056
2015
Q3 		$240K Sell
6,262
-955
-13% -$35.3K ﹤0.01% 1724
2015
Q2 		$247K Buy
7,217
+311
+5% +$11.4K ﹤0.01% 1712
2015
Q1 		$268K Sell
6,906
-8,796
-56% -$354K ﹤0.01% 1791
2014
Q4 		$648K Sell
15,702
-110
-0.7% -$4.2K ﹤0.01% 1420
2014
Q3 		$540K Buy
+15,812
New +$572K ﹤0.01% 1453

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

HSBC Holdings's WR Position: Q2 2018 in Review

HSBC Holdings sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 47,438 shares — an estimated $2.5M sold.

HSBC Holdings first reported a position in WR in Q3 2014 and held it in 15 quarters. The position peaked at $43.7M in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • HSBC Holdings reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • HSBC Holdings sold 47,438 Westar Energy Inc shares in Q2 2018, an estimated $2.5M.
  • HSBC Holdings first reported a position in Westar Energy Inc in Q3 2014 and held it in 15 quarters.
  • HSBC Holdings's Westar Energy Inc position peaked at $43.7M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on HSBC Holdings's 13F filing for Q2 2018, filed 10 Aug 2018.