Jacobs Levy Equity Management
WR

Jacobs Levy Equity Management’s Westar Energy Inc WR Stock Holding History

Jacobs Levy Equity 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
-46,260
Closed -$2.43M – 1174
2018
Q1 		$2.43M Hold
46,260
– – 0.04% 429
2017
Q4 		$2.44M Sell
46,260
-7,650
-14% -$413K 0.04% 417
2017
Q3 		$2.67M Buy
+53,910
New +$2.74M 0.05% 373
2014
Q4 		– Sell
-10,300
Closed -$351K – 1017
2014
Q3 		$351K Buy
+10,300
New +$373K 0.01% 650
2013
Q4 		– Sell
-47,950
Closed -$1.47M – 1137
2013
Q3 		$1.47M Sell
47,950
-430
-0.9% -$13.7K 0.02% 464
2013
Q2 		$1.55M Buy
+48,380
New +$1.59M 0.03% 477

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

Jacobs Levy Equity Management's WR Position: Q2 2018 in Review

Jacobs Levy Equity Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 46,260 shares — an estimated $2.43M sold.

Jacobs Levy Equity Management first reported a position in WR in Q2 2013 and held it in 6 quarters. The position peaked at $2.67M in Q3 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Jacobs Levy Equity Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 46,260 Westar Energy Inc shares in Q2 2018, an estimated $2.43M.
  • Jacobs Levy Equity Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 6 quarters.
  • Jacobs Levy Equity Management's Westar Energy Inc position peaked at $2.67M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2018, filed 14 Aug 2018.