JCM
WR

Jacobi Capital Management’s Westar Energy Inc WR Stock Holding History

Jacobi Capital 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
-757
Closed -$39K – 1075
2018
Q1 		$39K Hold
757
– – 0.01% 437
2017
Q4 		$39K Hold
757
– – 0.01% 423
2017
Q3 		$39K Hold
757
– – 0.01% 389
2017
Q2 		$38K Hold
757
– – 0.01% 346
2017
Q1 		$41K Hold
757
– – 0.02% 271
2016
Q4 		$42K Hold
757
– – 0.03% 238
2016
Q3 		$43K Hold
757
– – 0.02% 262
2016
Q2 		$43K Buy
+757
New +$40.1K 0.02% 249

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

Jacobi Capital Management's WR Position: Q2 2018 in Review

Jacobi Capital Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 757 shares — an estimated $39K sold.

Jacobi Capital Management first reported a position in WR in Q2 2016 and held it in 8 quarters. The position peaked at $43K in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Jacobi Capital Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Jacobi Capital Management sold 757 Westar Energy Inc shares in Q2 2018, an estimated $39K.
  • Jacobi Capital Management first reported a position in Westar Energy Inc in Q2 2016 and held it in 8 quarters.
  • Jacobi Capital Management's Westar Energy Inc position peaked at $43K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

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