JG
WR

Joel Greenblatt’s Westar Energy Inc WR Stock Holding History

Joel Greenblatt’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
-3,987
Closed -$210K – 1141
2018
Q1 		$210K Sell
3,987
-1,611
-29% -$81.4K ﹤0.01% 882
2017
Q4 		$296K Buy
+5,598
New +$302K ﹤0.01% 820
2016
Q2 		– Sell
-116,584
Closed -$5.78M – 1187
2016
Q1 		$5.78M Buy
+116,584
New +$5.2M 0.06% 399

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 27.61% 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

Joel Greenblatt's WR Position: Q2 2018 in Review

Joel Greenblatt sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 3,987 shares — an estimated $210K sold.

Joel Greenblatt first reported a position in WR in Q1 2016 and held it in 3 quarters. The position peaked at $5.78M in Q1 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Joel Greenblatt reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Joel Greenblatt sold 3,987 Westar Energy Inc shares in Q2 2018, an estimated $210K.
  • Joel Greenblatt first reported a position in Westar Energy Inc in Q1 2016 and held it in 3 quarters.
  • Joel Greenblatt's Westar Energy Inc position peaked at $5.78M in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

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