PP
WR

Paloma Partners’s Westar Energy Inc WR Stock Holding History

Paloma Partners’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
-3,863
Closed -$203K – 2500
2018
Q1 		$203K Sell
3,863
-5,125
-57% -$259K ﹤0.01% 1795
2017
Q4 		$474K Sell
8,988
-6,416
-42% -$346K 0.01% 1361
2017
Q3 		$764K Sell
15,404
-13,040
-46% -$663K 0.01% 1300
2017
Q2 		$1.51M Sell
28,444
-2,791
-9% -$148K 0.02% 942
2017
Q1 		$1.7M Buy
31,235
+17,306
+124% +$942K 0.02% 895
2016
Q4 		$785K Buy
+13,929
New +$792K 0.01% 1293
2016
Q3 		– Sell
-47,181
Closed -$2.65M – 2433
2016
Q2 		$2.65M Buy
47,181
+41,198
+689% +$2.18M 0.03% 542
2016
Q1 		$296K Sell
5,983
-5,058
-46% -$226K ﹤0.01% 1525
2015
Q4 		$468K Buy
+11,041
New +$451K 0.01% 1066
2015
Q3 		– Sell
-14,026
Closed -$480K – 2289
2015
Q2 		$480K Buy
+14,026
New +$513K 0.01% 1112
2014
Q4 		– Sell
-7,040
Closed -$240K – 1598
2014
Q3 		$240K Sell
7,040
-760
-10% -$27.5K 0.01% 794
2014
Q2 		$298K Buy
+7,800
New +$279K 0.01% 798

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

Paloma Partners's WR Position: Q2 2018 in Review

Paloma Partners sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 3,863 shares — an estimated $203K sold.

Paloma Partners first reported a position in WR in Q2 2014 and held it in 12 quarters. The position peaked at $2.65M in Q2 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Paloma Partners reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Paloma Partners sold 3,863 Westar Energy Inc shares in Q2 2018, an estimated $203K.
  • Paloma Partners first reported a position in Westar Energy Inc in Q2 2014 and held it in 12 quarters.
  • Paloma Partners's Westar Energy Inc position peaked at $2.65M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Paloma Partners's 13F filing for Q2 2018, filed 14 Aug 2018.