MAM
WR

Magellan Asset Management’s Westar Energy Inc WR Stock Holding History

Magellan Asset 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
-108,958
Closed -$5.73M – 74
2018
Q1 		$5.73M Buy
108,958
+17,572
+19% +$887K 0.02% 42
2017
Q4 		$4.83M Sell
91,386
-3,600
-4% -$194K 0.02% 42
2017
Q3 		$4.71M Hold
94,986
– – 0.02% 44
2017
Q2 		$5.04M Buy
94,986
+6,931
+8% +$367K 0.02% 45
2017
Q1 		$5M Sell
88,055
-15,488
-15% -$843K 0.02% 47
2016
Q4 		$5.83M Sell
103,543
-2,060
-2% -$117K 0.03% 46
2016
Q3 		$5.99M Buy
105,603
+117
+0.1% +$6.47K 0.03% 45
2016
Q2 		$5.92M Sell
105,486
-314,849
-75% -$16.7M 0.03% 44
2016
Q1 		$20.9M Sell
420,335
-288,231
-41% -$12.9M 0.11% 31
2015
Q4 		$30.1M Buy
708,566
+20,156
+3% +$824K 0.17% 29
2015
Q3 		$26.5M Buy
688,410
+108,473
+19% +$4.01M 0.17% 27
2015
Q2 		$19.8M Buy
579,937
+67,985
+13% +$2.49M 0.12% 25
2015
Q1 		$19.8M Buy
511,952
+47,036
+10% +$1.89M 0.13% 26
2014
Q4 		$19.2M Sell
464,916
-29,555
-6% -$1.13M 0.14% 26
2014
Q3 		$16.9M Buy
494,471
+42,698
+9% +$1.55M 0.13% 34
2014
Q2 		$17.3M Sell
451,773
-15,426
-3% -$553K 0.13% 33
2014
Q1 		$16.4M Buy
467,199
+9,006
+2% +$303K 0.13% 34
2013
Q4 		$14.7M Buy
458,193
+36,736
+9% +$1.16M 0.12% 34
2013
Q3 		$12.9M Sell
421,457
-121,673
-22% -$3.89M 0.14% 39
2013
Q2 		$17.4M Buy
+543,130
New +$17.8M 0.19% 35

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

Magellan Asset Management's WR Position: Q2 2018 in Review

Magellan Asset Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 108,958 shares — an estimated $5.73M sold.

Magellan Asset Management first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $30.1M in Q4 2015. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Magellan Asset Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Magellan Asset Management sold 108,958 Westar Energy Inc shares in Q2 2018, an estimated $5.73M.
  • Magellan Asset Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Magellan Asset Management's Westar Energy Inc position peaked at $30.1M in Q4 2015.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

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