MOTCO’s Westar Energy Inc WR Stock Holding History

MOTCO’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	-300	Closed	-$16K	–	556
2018 Q1	$16K	Hold	300	–	–	﹤0.01%	423
2017 Q4	$16K	Hold	300	–	–	﹤0.01%	416
2017 Q3	$15K	Hold	300	–	–	﹤0.01%	429
2017 Q2	$16K	Hold	300	–	–	﹤0.01%	445
2017 Q1	$16K	Hold	300	–	–	﹤0.01%	444
2016 Q4	$17K	Hold	300	–	–	﹤0.01%	440
2016 Q3	$17K	Hold	300	–	–	﹤0.01%	412
2016 Q2	$17K	Hold	300	–	–	﹤0.01%	367
2016 Q1	$15K	Hold	300	–	–	﹤0.01%	377
2015 Q4	$13K	Hold	300	–	–	﹤0.01%	384
2015 Q3	$12K	Hold	300	–	–	﹤0.01%	433
2015 Q2	$10K	Hold	300	–	–	﹤0.01%	452
2015 Q1	$12K	Hold	300	–	–	﹤0.01%	417
2014 Q4	$12K	Hold	300	–	–	﹤0.01%	443
2014 Q3	$10K	Hold	300	–	–	﹤0.01%	481
2014 Q2	$11K	Hold	300	–	–	﹤0.01%	448
2014 Q1	$11K	Hold	300	–	–	﹤0.01%	433
2013 Q4	$10K	Buy	+300	New	+$9.47K	﹤0.01%	469

Other funds holding WR

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

Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

MOTCO's WR Position: Q2 2018 in Review

MOTCO sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 300 shares — an estimated $16K sold.

MOTCO first reported a position in WR in Q4 2013 and held it in 18 quarters. The position peaked at $17K in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

MOTCO reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
MOTCO sold 300 Westar Energy Inc shares in Q2 2018, an estimated $16K.
MOTCO first reported a position in Westar Energy Inc in Q4 2013 and held it in 18 quarters.
MOTCO's Westar Energy Inc position peaked at $17K in Q4 2016.
4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on MOTCO's 13F filing for Q2 2018, filed 9 Aug 2018.