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Monroe Bank & Trust’s Westar Energy Inc WR Stock Holding History

Monroe Bank & 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
-1,250
Closed -$66K – 255
2018
Q1 		$66K Hold
1,250
– – 0.02% 144
2017
Q4 		$66K Buy
+1,250
New +$67.4K 0.02% 143
2017
Q3 		– Sell
-1,250
Closed -$66K – 270
2017
Q2 		$66K Hold
1,250
– – 0.02% 148
2017
Q1 		$68K Hold
1,250
– – 0.02% 145
2016
Q4 		$70K Buy
+1,250
New +$71.1K 0.02% 150
2016
Q2 		– Sell
-1,250
Closed -$62K – 355
2016
Q1 		$62K Hold
1,250
– – 0.02% 165
2015
Q4 		$53K Hold
1,250
– – 0.02% 174
2015
Q3 		$48K Hold
1,250
– – 0.02% 178
2015
Q2 		$43K Hold
1,250
– – 0.01% 178
2015
Q1 		$48K Hold
1,250
– – 0.02% 174
2014
Q4 		$52K Buy
+1,250
New +$47.7K 0.02% 173
2014
Q3 		– Sell
-1,250
Closed -$48K – 303
2014
Q2 		$48K Hold
1,250
– – 0.02% 198
2014
Q1 		$44K Hold
1,250
– – 0.01% 208
2013
Q4 		$40K Hold
1,250
– – 0.02% 185
2013
Q3 		$38K Hold
1,250
– – 0.02% 185
2013
Q2 		$40K Buy
+1,250
New +$41.1K 0.02% 185

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

Monroe Bank & Trust's WR Position: Q2 2018 in Review

Monroe Bank & Trust sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,250 shares — an estimated $66K sold.

Monroe Bank & Trust first reported a position in WR in Q2 2013 and held it in 16 quarters. The position peaked at $70K in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Monroe Bank & Trust reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Monroe Bank & Trust sold 1,250 Westar Energy Inc shares in Q2 2018, an estimated $66K.
  • Monroe Bank & Trust first reported a position in Westar Energy Inc in Q2 2013 and held it in 16 quarters.
  • Monroe Bank & Trust's Westar Energy Inc position peaked at $70K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Monroe Bank & Trust's 13F filing for Q2 2018, filed 8 Aug 2018.