JO
WR

John Overdeck’s Westar Energy Inc WR Stock Holding History

John Overdeck’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
-622,513
Closed -$32.7M – 3896
2018
Q1 		$32.7M Sell
622,513
-566,996
-48% -$28.6M 0.11% 236
2017
Q4 		$62.8M Sell
1,189,509
-115,074
-9% -$6.21M 0.2% 130
2017
Q3 		$64.7M Sell
1,304,583
-51,913
-4% -$2.64M 0.23% 118
2017
Q2 		$71.9M Sell
1,356,496
-300
-0% -$15.9K 0.26% 94
2017
Q1 		$73.6M Hold
1,356,796
– – 0.25% 87
2016
Q4 		$76.5M Sell
1,356,796
-25,300
-2% -$1.44M 0.29% 66
2016
Q3 		$78.4M Sell
1,382,096
-327,567
-19% -$18.1M 0.28% 78
2016
Q2 		$95.9M Buy
+1,709,663
New +$90.5M 0.41% 46
2014
Q3 		– Sell
-10,301
Closed -$393K – 2431
2014
Q2 		$393K Buy
+10,301
New +$369K ﹤0.01% 1729
2014
Q1 		– Sell
-88,753
Closed -$2.85M – 2581
2013
Q4 		$2.85M Sell
88,753
-211,399
-70% -$6.67M 0.02% 850
2013
Q3 		$9.2M Buy
300,152
+102,849
+52% +$3.29M 0.06% 369
2013
Q2 		$6.31M Buy
+197,303
New +$6.48M 0.04% 460

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

John Overdeck's WR Position: Q2 2018 in Review

John Overdeck sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 622,513 shares — an estimated $32.7M sold.

John Overdeck first reported a position in WR in Q2 2013 and held it in 12 quarters. The position peaked at $95.9M in Q2 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • John Overdeck reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • John Overdeck sold 622,513 Westar Energy Inc shares in Q2 2018, an estimated $32.7M.
  • John Overdeck first reported a position in Westar Energy Inc in Q2 2013 and held it in 12 quarters.
  • John Overdeck's Westar Energy Inc position peaked at $95.9M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Two Sigma Investments's 13F filing for Q2 2018, filed 14 Aug 2018.