Stifel Financial
WR

Stifel Financial’s Westar Energy Inc WR Stock Holding History

Stifel Financial’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
-5,586
Closed -$294K – 2841
2018
Q1 		$294K Sell
5,586
-124
-2% -$6.26K ﹤0.01% 2266
2017
Q4 		$301K Buy
5,710
+501
+10% +$27K ﹤0.01% 2204
2017
Q3 		$262K Sell
5,209
-1,357
-21% -$69K ﹤0.01% 2228
2017
Q2 		$348K Sell
6,566
-4,403
-40% -$233K ﹤0.01% 2058
2017
Q1 		$590K Sell
10,969
-4,810
-30% -$262K ﹤0.01% 1721
2016
Q4 		$889K Sell
15,779
-979
-6% -$55.7K ﹤0.01% 1451
2016
Q3 		$951K Sell
16,758
-3,621
-18% -$200K ﹤0.01% 1364
2016
Q2 		$1.14M Buy
20,379
+1,442
+8% +$76.3K 0.01% 1272
2016
Q1 		$939K Sell
18,937
-8,294
-30% -$370K 0.01% 1264
2015
Q4 		$1.16M Buy
27,231
+4,151
+18% +$170K 0.01% 1229
2015
Q3 		$886K Sell
23,080
-242,791
-91% -$8.97M 0.01% 1275
2015
Q2 		$9.1M Buy
265,871
+37,735
+17% +$1.38M 0.05% 391
2015
Q1 		$8.84M Buy
228,136
+22,448
+11% +$902K 0.05% 438
2014
Q4 		$8.48M Buy
205,688
+25,282
+14% +$965K 0.05% 438
2014
Q3 		$6.16M Sell
180,406
-3,571
-2% -$129K 0.05% 399
2014
Q2 		$7.03M Buy
183,977
+50,378
+38% +$1.8M 0.06% 367
2014
Q1 		$4.7M Buy
+133,599
New +$4.5M 0.04% 460

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

Stifel Financial's WR Position: Q2 2018 in Review

Stifel Financial sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 5,586 shares — an estimated $294K sold.

Stifel Financial first reported a position in WR in Q1 2014 and held it in 17 quarters. The position peaked at $9.1M in Q2 2015. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Stifel Financial reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Stifel Financial sold 5,586 Westar Energy Inc shares in Q2 2018, an estimated $294K.
  • Stifel Financial first reported a position in Westar Energy Inc in Q1 2014 and held it in 17 quarters.
  • Stifel Financial's Westar Energy Inc position peaked at $9.1M in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Stifel Financial's 13F filing for Q2 2018, filed 14 Aug 2018.