UBS AM
WR

UBS AM’s Westar Energy Inc WR Stock Holding History

UBS AM’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
-649,232
Closed -$34.1M – 2853
2018
Q1 		$34.1M Buy
649,232
+81,608
+14% +$4.12M 0.03% 622
2017
Q4 		$30M Buy
567,624
+18,343
+3% +$989K 0.03% 624
2017
Q3 		$27.2M Buy
549,281
+14,662
+3% +$745K 0.02% 657
2017
Q2 		$28.3M Buy
534,619
+35,846
+7% +$1.9M 0.03% 609
2017
Q1 		$27.1M Buy
498,773
+36,301
+8% +$1.98M 0.03% 606
2016
Q4 		$26.1M Buy
462,472
+88,786
+24% +$5.05M 0.03% 583
2016
Q3 		$21.2M Buy
373,686
+39,176
+12% +$2.17M 0.02% 663
2016
Q2 		$18.8M Buy
334,510
+223,866
+202% +$11.8M 0.02% 701
2016
Q1 		$5.49M Sell
110,644
-17,687
-14% -$789K 0.01% 1000
2015
Q4 		$5.44M Buy
128,331
+8,366
+7% +$342K 0.01% 1041
2015
Q3 		$4.61M Buy
119,965
+17,384
+17% +$642K 0.01% 1081
2015
Q2 		$3.51M Buy
102,581
+9,200
+10% +$336K ﹤0.01% 1170
2015
Q1 		$3.62M Buy
93,381
+5,527
+6% +$222K ﹤0.01% 1136
2014
Q4 		$3.62M Buy
87,854
+2,700
+3% +$103K ﹤0.01% 1126
2014
Q3 		$2.9M Sell
85,154
-207,800
-71% -$7.52M ﹤0.01% 1178
2014
Q2 		$11.2M Buy
292,954
+4,600
+2% +$165K 0.01% 815
2014
Q1 		$10.1M Buy
288,354
+10,000
+4% +$336K 0.01% 848
2013
Q4 		$8.96M Buy
278,354
+26,300
+10% +$830K 0.01% 851
2013
Q3 		$7.73M Sell
252,054
-8,190
-3% -$262K 0.01% 872
2013
Q2 		$8.32M Buy
+260,244
New +$8.55M 0.01% 826

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

UBS AM's WR Position: Q2 2018 in Review

UBS AM sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 649,232 shares — an estimated $34.1M sold.

UBS AM first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $34.1M in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • UBS AM reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • UBS AM sold 649,232 Westar Energy Inc shares in Q2 2018, an estimated $34.1M.
  • UBS AM first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • UBS AM's Westar Energy Inc position peaked at $34.1M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on UBS AM's 13F filing for Q2 2018, filed 14 Aug 2018.