TA
WR

Townsend & Associates’s Westar Energy Inc WR Stock Holding History

Townsend & Associates’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
-4,338
Closed -$228K – 190
2018
Q1 		$228K Hold
4,338
– – 0.18% 66
2017
Q4 		$229K Buy
+4,338
New +$234K 0.2% 67

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

Townsend & Associates's WR Position: Q2 2018 in Review

Townsend & Associates sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 4,338 shares — an estimated $228K sold.

Townsend & Associates first reported a position in WR in Q4 2017 and held it in 2 quarters. The position peaked at $229K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Townsend & Associates reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Townsend & Associates sold 4,338 Westar Energy Inc shares in Q2 2018, an estimated $228K.
  • Townsend & Associates first reported a position in Westar Energy Inc in Q4 2017 and held it in 2 quarters.
  • Townsend & Associates's Westar Energy Inc position peaked at $229K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Townsend & Associates's 13F filing for Q2 2018, filed 19 Jul 2018.