TC
WR

Trust Company’s Westar Energy Inc WR Stock Holding History

Trust Company’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
-10,795
Closed -$568K – 367
2018
Q1 		$568K Sell
10,795
-200
-2% -$10.1K 0.21% 56
2017
Q4 		$581K Hold
10,995
– – 0.24% 45
2017
Q3 		$545K Sell
10,995
-379
-3% -$19.3K 0.3% 39
2017
Q2 		$603K Sell
11,374
-475
-4% -$25.2K 0.28% 51
2017
Q1 		$643K Buy
11,849
+252
+2% +$13.7K 0.29% 60
2016
Q4 		$653K Sell
11,597
-2,136
-16% -$121K 0.33% 59
2016
Q3 		$779K Sell
13,733
-490
-3% -$27.1K 0.34% 76
2016
Q2 		$798K Sell
14,223
-200
-1% -$10.6K 0.3% 70
2016
Q1 		$716K Buy
14,423
+3,465
+32% +$155K 0.33% 67
2015
Q4 		$465K Sell
10,958
-167
-2% -$6.83K 0.22% 68
2015
Q3 		$428K Sell
11,125
-233
-2% -$8.6K 0.24% 68
2015
Q2 		$389K Buy
11,358
+8,115
+250% +$297K 0.24% 87
2015
Q1 		$126K Buy
+3,243
New +$130K 0.08% 113

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

Trust Company's WR Position: Q2 2018 in Review

Trust Company sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 10,795 shares — an estimated $568K sold.

Trust Company first reported a position in WR in Q1 2015 and held it in 13 quarters. The position peaked at $798K in Q2 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Trust Company reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Trust Company sold 10,795 Westar Energy Inc shares in Q2 2018, an estimated $568K.
  • Trust Company first reported a position in Westar Energy Inc in Q1 2015 and held it in 13 quarters.
  • Trust Company's Westar Energy Inc position peaked at $798K in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Trust Company's 13F filing for Q2 2018, filed 10 Jul 2018.