TAM
WR

Tocqueville Asset Management’s Westar Energy Inc WR Stock Holding History

Tocqueville Asset 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
-4,200
Closed -$221K – 874
2018
Q1 		$221K Sell
4,200
-700
-14% -$35.4K ﹤0.01% 766
2017
Q4 		$259K Hold
4,900
– – ﹤0.01% 715
2017
Q3 		$243K Buy
4,900
+200
+4% +$10.2K ﹤0.01% 731
2017
Q2 		$249K Sell
4,700
-500
-10% -$26.5K ﹤0.01% 701
2017
Q1 		$282K Hold
5,200
– – ﹤0.01% 684
2016
Q4 		$293K Sell
5,200
-500
-9% -$28.4K ﹤0.01% 687
2016
Q3 		$323K Sell
5,700
-1,000
-15% -$55.3K ﹤0.01% 701
2016
Q2 		$376K Sell
6,700
-500
-7% -$26.5K ﹤0.01% 690
2016
Q1 		$357K Hold
7,200
– – ﹤0.01% 693
2015
Q4 		$305K Hold
7,200
– – ﹤0.01% 767
2015
Q3 		$277K Sell
7,200
-1,000
-12% -$36.9K ﹤0.01% 827
2015
Q2 		$281K Hold
8,200
– – ﹤0.01% 851
2015
Q1 		$318K Hold
8,200
– – ﹤0.01% 796
2014
Q4 		$338K Hold
8,200
– – ﹤0.01% 782
2014
Q3 		$280K Buy
8,200
+3,000
+58% +$109K ﹤0.01% 752
2014
Q2 		$199K Sell
5,200
-4,000
-43% -$143K ﹤0.01% 963
2014
Q1 		$323K Hold
9,200
– – ﹤0.01% 685
2013
Q4 		$296K Sell
9,200
-1,000
-10% -$31.6K ﹤0.01% 712
2013
Q3 		$313K Buy
10,200
+500
+5% +$16K ﹤0.01% 763
2013
Q2 		$310K Buy
+9,700
New +$319K ﹤0.01% 772

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

Tocqueville Asset Management's WR Position: Q2 2018 in Review

Tocqueville Asset Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 4,200 shares — an estimated $221K sold.

Tocqueville Asset Management first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $376K in Q2 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Tocqueville Asset Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Tocqueville Asset Management sold 4,200 Westar Energy Inc shares in Q2 2018, an estimated $221K.
  • Tocqueville Asset Management first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Tocqueville Asset Management's Westar Energy Inc position peaked at $376K in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Tocqueville Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.