SHA
WR

Shelter Harbor Advisors’s Westar Energy Inc WR Stock Holding History

Shelter Harbor Advisors’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
-230,000
Closed -$12.1M – 34
2018
Q1 		$12.1M Buy
230,000
+105,000
+84% +$5.3M 6.16% 6
2017
Q4 		$6.6M Buy
+125,000
New +$6.74M 7.8% 4

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 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

Shelter Harbor Advisors's WR Position: Q2 2018 in Review

Shelter Harbor Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 230,000 shares — an estimated $12.1M sold.

Shelter Harbor Advisors first reported a position in WR in Q4 2017 and held it in 2 quarters. The position peaked at $12.1M in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Shelter Harbor Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Shelter Harbor Advisors sold 230,000 Westar Energy Inc shares in Q2 2018, an estimated $12.1M.
  • Shelter Harbor Advisors first reported a position in Westar Energy Inc in Q4 2017 and held it in 2 quarters.
  • Shelter Harbor Advisors's Westar Energy Inc position peaked at $12.1M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Shelter Harbor Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.