JIC
WR

Johnson Investment Counsel’s Westar Energy Inc WR Stock Holding History

Johnson Investment Counsel’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
-8,509
Closed -$447K – 661
2018
Q1 		$447K Sell
8,509
-350
-4% -$17.7K 0.01% 440
2017
Q4 		$467K Buy
8,859
+3,259
+58% +$176K 0.01% 437
2017
Q3 		$277K Sell
5,600
-289
-5% -$14.7K 0.01% 526
2017
Q2 		$312K Buy
5,889
+139
+2% +$7.36K 0.01% 513
2017
Q1 		$313K Hold
5,750
– – 0.01% 494
2016
Q4 		$324K Hold
5,750
– – 0.01% 466
2016
Q3 		$326K Sell
5,750
-186
-3% -$10.3K 0.01% 442
2016
Q2 		$333K Buy
+5,936
New +$314K 0.01% 430
2016
Q1 		– Sell
-6,934
Closed -$294K – 566
2015
Q4 		$294K Hold
6,934
– – 0.01% 434
2015
Q3 		$266K Buy
6,934
+400
+6% +$14.8K 0.01% 460
2015
Q2 		$223K Buy
6,534
+500
+8% +$18.3K 0.01% 501
2015
Q1 		$233K Sell
6,034
-1,500
-20% -$60.3K 0.01% 496
2014
Q4 		$310K Sell
7,534
-600
-7% -$22.9K 0.01% 449
2014
Q3 		$277K Buy
8,134
+1,200
+17% +$43.4K 0.01% 467
2014
Q2 		$264K Hold
6,934
– – 0.01% 440
2014
Q1 		$243K Buy
+6,934
New +$233K 0.01% 460

Other funds holding WR

N
Natixis Paris, France $28B AUM 26.79% 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 $484M AUM 26.33% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Johnson Investment Counsel's WR Position: Q2 2018 in Review

Johnson Investment Counsel sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 8,509 shares — an estimated $447K sold.

Johnson Investment Counsel first reported a position in WR in Q1 2014 and held it in 16 quarters. The position peaked at $467K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Johnson Investment Counsel reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Johnson Investment Counsel sold 8,509 Westar Energy Inc shares in Q2 2018, an estimated $447K.
  • Johnson Investment Counsel first reported a position in Westar Energy Inc in Q1 2014 and held it in 16 quarters.
  • Johnson Investment Counsel's Westar Energy Inc position peaked at $467K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Johnson Investment Counsel's 13F filing for Q2 2018, filed 14 Aug 2018.