Northwestern Mutual Wealth Management
WR icon

Northwestern Mutual Wealth Management’s Westar Energy Inc WR Stock Holding History

Northwestern Mutual Wealth 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
-1,723
Closed -$91K – 2599
2018
Q1 		$91K Hold
1,723
– – ﹤0.01% 991
2017
Q4 		$91K Sell
1,723
-1,782
-51% -$96.1K ﹤0.01% 953
2017
Q3 		$174K Sell
3,505
-1,863
-35% -$94.7K ﹤0.01% 730
2017
Q2 		$285K Buy
5,368
+2,882
+116% +$153K ﹤0.01% 597
2017
Q1 		$135K Buy
2,486
+46
+2% +$2.5K ﹤0.01% 744
2016
Q4 		$137K Sell
2,440
-1,200
-33% -$68.2K ﹤0.01% 738
2016
Q3 		$206K Sell
3,640
-2,390
-40% -$132K ﹤0.01% 617
2016
Q2 		$338K Buy
6,030
+4,611
+325% +$244K ﹤0.01% 482
2016
Q1 		$71K Buy
1,419
+499
+54% +$22.3K ﹤0.01% 808
2015
Q4 		$39K Sell
920
-23
-2% -$940 ﹤0.01% 846
2015
Q3 		$36K Buy
943
+239
+34% +$8.83K ﹤0.01% 778
2015
Q2 		$24K Buy
704
+161
+30% +$5.89K ﹤0.01% 843
2015
Q1 		$21K Sell
543
-621
-53% -$25K ﹤0.01% 867
2014
Q4 		$48K Buy
1,164
+348
+43% +$13.3K ﹤0.01% 670
2014
Q3 		$28K Buy
816
+12
+1% +$434 ﹤0.01% 738
2014
Q2 		$31K Sell
804
-480
-37% -$17.2K ﹤0.01% 686
2014
Q1 		$45K Buy
1,284
+750
+140% +$25.2K ﹤0.01% 619
2013
Q4 		$17K Sell
534
-67
-11% -$2.12K ﹤0.01% 822
2013
Q3 		$18K Hold
601
– – ﹤0.01% 764
2013
Q2 		$19K Buy
+601
New +$19.7K ﹤0.01% 723

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

Northwestern Mutual Wealth Management's WR Position: Q2 2018 in Review

Northwestern Mutual Wealth Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,723 shares — an estimated $91K sold.

Northwestern Mutual Wealth Management first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $338K in Q2 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Northwestern Mutual Wealth Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,723 Westar Energy Inc shares in Q2 2018, an estimated $91K.
  • Northwestern Mutual Wealth Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Northwestern Mutual Wealth Management's Westar Energy Inc position peaked at $338K in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.