UBS Group
WR

UBS Group’s Westar Energy Inc WR Stock Holding History

UBS Group’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
-78,107
Closed -$4.11M – 8667
2018
Q1 		$4.11M Buy
78,107
+38,805
+99% +$1.96M ﹤0.01% 2492
2017
Q4 		$2.08M Sell
39,302
-136,476
-78% -$7.36M ﹤0.01% 3160
2017
Q3 		$8.72M Buy
175,778
+93,005
+112% +$4.73M ﹤0.01% 1714
2017
Q2 		$4.39M Sell
82,773
-144,578
-64% -$7.66M ﹤0.01% 2267
2017
Q1 		$12.3M Buy
227,351
+3,189
+1% +$174K 0.01% 1330
2016
Q4 		$12.6M Sell
224,162
-212,954
-49% -$12.1M 0.01% 1327
2016
Q3 		$24.8M Sell
437,116
-210,828
-33% -$11.7M 0.01% 846
2016
Q2 		$36.3M Buy
647,944
+593,480
+1,090% +$31.4M 0.02% 632
2016
Q1 		$2.7M Sell
54,464
-11,845
-18% -$528K ﹤0.01% 2400
2015
Q4 		$2.81M Buy
66,309
+4,941
+8% +$202K ﹤0.01% 2488
2015
Q3 		$2.36M Sell
61,368
-4,070
-6% -$150K ﹤0.01% 2590
2015
Q2 		$2.24M Sell
65,438
-4,918
-7% -$180K ﹤0.01% 2862
2015
Q1 		$2.73M Sell
70,356
-217,680
-76% -$8.75M ﹤0.01% 2635
2014
Q4 		$11.9M Buy
+288,036
New +$11M 0.01% 1376

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 Group's WR Position: Q2 2018 in Review

UBS Group sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 78,107 shares — an estimated $4.11M sold.

UBS Group first reported a position in WR in Q4 2014 and held it in 14 quarters. The position peaked at $36.3M in Q2 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • UBS Group reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • UBS Group sold 78,107 Westar Energy Inc shares in Q2 2018, an estimated $4.11M.
  • UBS Group first reported a position in Westar Energy Inc in Q4 2014 and held it in 14 quarters.
  • UBS Group's Westar Energy Inc position peaked at $36.3M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

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