TFO
WR

Tarbox Family Office’s Westar Energy Inc WR Stock Holding History

Tarbox Family Office’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
-37
Closed -$2K – 654
2018
Q1 		$2K Hold
37
– – ﹤0.01% 553
2017
Q4 		$2K Sell
37
-7
-16% -$378 ﹤0.01% 538
2017
Q3 		$2K Hold
44
– – ﹤0.01% 530
2017
Q2 		$2K Hold
44
– – ﹤0.01% 516
2017
Q1 		$2K Hold
44
– – ﹤0.01% 518
2016
Q4 		$2K Sell
44
-2
-4% -$114 ﹤0.01% 483
2016
Q3 		$3K Buy
46
+9
+24% +$498 ﹤0.01% 411
2016
Q2 		$2K Sell
37
-4
-10% -$212 ﹤0.01% 461
2016
Q1 		$2K Sell
41
-2
-5% -$89 ﹤0.01% 474
2015
Q4 		$2K Buy
43
+7
+19% +$286 ﹤0.01% 447
2015
Q3 		$1K Buy
36
+8
+29% +$295 ﹤0.01% 556
2015
Q2 		$1K Sell
28
-2
-7% -$73 ﹤0.01% 548
2015
Q1 		$1K Sell
30
-2
-6% -$80 ﹤0.01% 551
2014
Q4 		$1K Hold
32
– – ﹤0.01% 540
2014
Q3 		$1K Buy
32
+4
+14% +$145 ﹤0.01% 542
2014
Q2 		$1K Hold
28
– – ﹤0.01% 458
2014
Q1 		$0 Hold
28
– – ﹤0.01% 627
2013
Q4 		$1K Buy
+28
New +$884 ﹤0.01% 576

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

Tarbox Family Office's WR Position: Q2 2018 in Review

Tarbox Family Office sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 37 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in WR in Q4 2013 and held it in 18 quarters. The position peaked at $3K in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Tarbox Family Office reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Tarbox Family Office sold 37 Westar Energy Inc shares in Q2 2018, an estimated $2K.
  • Tarbox Family Office first reported a position in Westar Energy Inc in Q4 2013 and held it in 18 quarters.
  • Tarbox Family Office's Westar Energy Inc position peaked at $3K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Tarbox Family Office's 13F filing for Q2 2018, filed 31 Jul 2018.