SBWIC
WR

Schaper Benz & Wise Investment Counsel’s Westar Energy Inc WR Stock Holding History

Schaper Benz & Wise Investment Counsel’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
-82,781
Closed -$4.35M – 105
2018
Q1 		$4.35M Sell
82,781
-3,215
-4% -$162K 0.64% 57
2017
Q4 		$4.54M Sell
85,996
-5,300
-6% -$286K 0.66% 58
2017
Q3 		$4.53M Buy
91,296
+250
+0.3% +$12.7K 0.7% 54
2017
Q2 		$4.83M Sell
91,046
-600
-0.7% -$31.8K 0.78% 52
2017
Q1 		$4.97M Sell
91,646
-27,850
-23% -$1.52M 0.85% 47
2016
Q4 		$6.73M Sell
119,496
-629
-0.5% -$35.8K 1.19% 37
2016
Q3 		$6.82M Sell
120,125
-1,000
-0.8% -$55.3K 1.2% 37
2016
Q2 		$6.79M Sell
121,125
-1,985
-2% -$105K 1.22% 37
2016
Q1 		$6.11M Buy
123,110
+225
+0.2% +$10K 1.15% 37
2015
Q4 		$5.21M Sell
122,885
-650
-0.5% -$26.6K 1.03% 38
2015
Q3 		$4.75M Buy
123,535
+600
+0.5% +$22.2K 0.96% 40
2015
Q2 		$4.21M Buy
122,935
+5,060
+4% +$185K 0.83% 44
2015
Q1 		$4.57M Buy
117,875
+3,300
+3% +$133K 0.9% 41
2014
Q4 		$4.72M Sell
114,575
-400
-0.3% -$15.3K 0.95% 42
2014
Q3 		$3.92M Buy
114,975
+5,775
+5% +$209K 0.82% 44
2014
Q2 		$4.17M Buy
109,200
+1,900
+2% +$68.1K 0.86% 44
2014
Q1 		$3.77M Buy
107,300
+100
+0.1% +$3.37K 0.82% 44
2013
Q4 		$3.45M Sell
107,200
-1,850
-2% -$58.4K 0.77% 45
2013
Q3 		$3.34M Buy
109,050
+4,800
+5% +$153K 0.77% 46
2013
Q2 		$3.33M Buy
+104,250
New +$3.42M 0.82% 44

Other funds holding WR

N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 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

Schaper Benz & Wise Investment Counsel's WR Position: Q2 2018 in Review

Schaper Benz & Wise Investment Counsel sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 82,781 shares — an estimated $4.35M sold.

Schaper Benz & Wise Investment Counsel first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $6.82M in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Schaper Benz & Wise Investment Counsel reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Schaper Benz & Wise Investment Counsel sold 82,781 Westar Energy Inc shares in Q2 2018, an estimated $4.35M.
  • Schaper Benz & Wise Investment Counsel first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Schaper Benz & Wise Investment Counsel's Westar Energy Inc position peaked at $6.82M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2018, filed 6 Aug 2018.