Shell Asset Management’s Westar Energy Inc WR Stock Holding History

Shell Asset 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	-17,509	Closed	-$921K	–	1134
2018 Q1	$921K	Buy	17,509 +962	+6%	+$48.6K	0.02%	708
2017 Q4	$874K	Sell	16,547 -182	-1%	-$9.82K	0.02%	735
2017 Q3	$830K	Sell	16,729 -1,279	-7%	-$65K	0.02%	685
2017 Q2	$955K	Sell	18,008 -2,116	-11%	-$112K	0.02%	665
2017 Q1	$1.09M	Buy	20,124 +367	+2%	+$20K	0.02%	585
2016 Q4	$1.11M	Buy	19,757 +10,399	+111%	+$591K	0.03%	602
2016 Q3	$531K	Sell	9,358 -2,618	-22%	-$145K	0.01%	844
2016 Q2	$672K	Buy	+11,976	New	+$634K	0.02%	673

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

Shell Asset Management's WR Position: Q2 2018 in Review

Shell Asset Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 17,509 shares — an estimated $921K sold.

Shell Asset Management first reported a position in WR in Q2 2016 and held it in 8 quarters. The position peaked at $1.11M in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

Shell Asset Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
Shell Asset Management sold 17,509 Westar Energy Inc shares in Q2 2018, an estimated $921K.
Shell Asset Management first reported a position in Westar Energy Inc in Q2 2016 and held it in 8 quarters.
Shell Asset Management's Westar Energy Inc position peaked at $1.11M in Q4 2016.
4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Shell Asset Management's 13F filing for Q2 2018, filed 10 Aug 2018.