TCOV
WR

Trust Company of Vermont’s Westar Energy Inc WR Stock Holding History

Trust Company of Vermont’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
-2,200
Closed -$116K – 1117
2018
Q1 		$116K Hold
2,200
– – 0.01% 381
2017
Q4 		$116K Hold
2,200
– – 0.01% 386
2017
Q3 		$109K Hold
2,200
– – 0.01% 393
2017
Q2 		$117K Sell
2,200
-250
-10% -$13.2K 0.01% 394
2017
Q1 		$133K Buy
2,450
+450
+23% +$24.5K 0.01% 364
2016
Q4 		$113K Hold
2,000
– – 0.01% 373
2016
Q3 		$114K Hold
2,000
– – 0.01% 335
2016
Q2 		$112K Hold
2,000
– – 0.01% 304
2016
Q1 		$99K Sell
2,000
-440
-18% -$19.6K 0.01% 318
2015
Q4 		$103K Buy
2,440
+440
+22% +$18K 0.01% 313
2015
Q3 		$77K Hold
2,000
– – 0.01% 340
2015
Q2 		$68K Hold
2,000
– – 0.01% 359
2015
Q1 		$78K Hold
2,000
– – 0.01% 341
2014
Q4 		$82K Hold
2,000
– – 0.01% 335
2014
Q3 		$68K Hold
2,000
– – 0.01% 348
2014
Q2 		$76K Hold
2,000
– – 0.01% 326
2014
Q1 		$70K Hold
2,000
– – 0.01% 326
2013
Q4 		$64K Hold
2,000
– – 0.01% 327
2013
Q3 		$61K Hold
2,000
– – 0.01% 313
2013
Q2 		$64K Buy
+2,000
New +$65.7K 0.01% 303

Other funds holding WR

N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 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

Trust Company of Vermont's WR Position: Q2 2018 in Review

Trust Company of Vermont sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 2,200 shares — an estimated $116K sold.

Trust Company of Vermont first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $133K in Q1 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Trust Company of Vermont reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Trust Company of Vermont sold 2,200 Westar Energy Inc shares in Q2 2018, an estimated $116K.
  • Trust Company of Vermont first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Trust Company of Vermont's Westar Energy Inc position peaked at $133K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Trust Company of Vermont's 13F filing for Q2 2018, filed 11 Jul 2018.