MPWT
WR

MassMutual Private Wealth & Trust’s Westar Energy Inc WR Stock Holding History

MassMutual Private Wealth & Trust’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
-6,801
Closed -$358K – 1175
2018
Q1 		$358K Sell
6,801
-308
-4% -$15.6K 0.03% 280
2017
Q4 		$375K Sell
7,109
-961
-12% -$51.8K 0.03% 273
2017
Q3 		$400K Sell
8,070
-580
-7% -$29.5K 0.03% 261
2017
Q2 		$459K Sell
8,650
-625
-7% -$33.1K 0.04% 232
2017
Q1 		$503K Sell
9,275
-815
-8% -$44.4K 0.05% 223
2016
Q4 		$569K Buy
+10,090
New +$574K 0.07% 185
2016
Q2 		$666K Sell
11,865
-1,355
-10% -$71.7K 0.08% 202
2016
Q1 		$656K Sell
13,220
-230
-2% -$10.3K 0.09% 198
2015
Q4 		$570K Sell
13,450
-1,643
-11% -$67.2K 0.08% 202
2015
Q3 		$515K Buy
15,093
+6,920
+85% +$256K 0.11% 185
2015
Q2 		$312K Sell
8,173
-17,158
-68% -$627K 0.07% 213
2015
Q1 		$982K Buy
25,331
+5,030
+25% +$202K 0.16% 148
2014
Q4 		$837K Buy
20,301
+5,208
+35% +$199K 0.27% 100
2014
Q3 		$515K Buy
15,093
+7,020
+87% +$254K 0.1% 182
2014
Q2 		$308K Buy
8,073
+3,900
+93% +$140K 0.12% 138
2014
Q1 		$147K Buy
4,173
+1,880
+82% +$63.3K 0.09% 149
2013
Q4 		$73.8K Buy
+2,293
New +$72.4K 0.07% 153

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

MassMutual Private Wealth & Trust's WR Position: Q2 2018 in Review

MassMutual Private Wealth & Trust sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 6,801 shares — an estimated $358K sold.

MassMutual Private Wealth & Trust first reported a position in WR in Q4 2013 and held it in 17 quarters. The position peaked at $982K in Q1 2015. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • MassMutual Private Wealth & Trust reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 6,801 Westar Energy Inc shares in Q2 2018, an estimated $358K.
  • MassMutual Private Wealth & Trust first reported a position in Westar Energy Inc in Q4 2013 and held it in 17 quarters.
  • MassMutual Private Wealth & Trust's Westar Energy Inc position peaked at $982K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2018, filed 20 Aug 2018.