Summit Trail Advisors’s Westar Energy Inc WR Stock Holding History

Summit Trail 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 Q1	–	Sell	-221	Closed	-$11K	–	2176
2017 Q4	$11K	Buy	+221	New	+$11.9K	﹤0.01%	1213

Other funds holding WR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Summit Trail Advisors's WR Position: Q1 2018 in Review

Summit Trail Advisors sold out of Westar Energy Inc (WR) in Q1 2018, closing a stake of 221 shares — an estimated $11K sold.

Summit Trail Advisors first reported a position in WR in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

Summit Trail Advisors reported no remaining Westar Energy Inc position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 221 Westar Energy Inc shares in Q1 2018, an estimated $11K.
Summit Trail Advisors first reported a position in Westar Energy Inc in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Westar Energy Inc position peaked at $11K in Q4 2017.
371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.