SCM
WR

Shelton Capital Management’s Westar Energy Inc WR Stock Holding History

Shelton Capital 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
-12,042
Closed -$633K – 903
2018
Q1 		$633K Buy
12,042
+1,347
+13% +$68K 0.04% 308
2017
Q4 		$565K Hold
10,695
– – 0.04% 344
2017
Q3 		$530K Hold
10,695
– – 0.04% 347
2017
Q2 		$567K Hold
10,695
– – 0.04% 327
2017
Q1 		$580K Buy
10,695
+2,539
+31% +$138K 0.04% 327
2016
Q4 		$460K Sell
8,156
-4,369
-35% -$248K 0.04% 390
2016
Q3 		$711K Hold
12,525
– – 0.06% 273
2016
Q2 		$703K Hold
12,525
– – 0.06% 277
2016
Q1 		$621K Hold
12,525
– – 0.06% 305
2015
Q4 		$531K Hold
12,525
– – 0.05% 341
2015
Q3 		$481K Hold
12,525
– – 0.05% 357
2015
Q2 		$429K Hold
12,525
– – 0.04% 423
2015
Q1 		$485K Sell
12,525
-845
-6% -$34K 0.05% 393
2014
Q4 		$551K Sell
13,370
-467
-3% -$17.8K 0.06% 331
2014
Q3 		$472K Hold
13,837
– – 0.06% 363
2014
Q2 		$528K Hold
13,837
– – 0.07% 324
2014
Q1 		$487K Hold
13,837
– – 0.07% 334
2013
Q4 		$445K Hold
13,837
– – 0.07% 358
2013
Q3 		$424K Hold
13,837
– – 0.07% 352
2013
Q2 		$442K Buy
+13,837
New +$455K 0.08% 307

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

Shelton Capital Management's WR Position: Q2 2018 in Review

Shelton Capital Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 12,042 shares — an estimated $633K sold.

Shelton Capital Management first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $711K in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Shelton Capital Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Shelton Capital Management sold 12,042 Westar Energy Inc shares in Q2 2018, an estimated $633K.
  • Shelton Capital Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Shelton Capital Management's Westar Energy Inc position peaked at $711K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

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