V
WR

Veritable’s Westar Energy Inc WR Stock Holding History

Veritable’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
-3,948
Closed -$208K – 845
2018
Q1 		$208K Sell
3,948
-245
-6% -$12.4K ﹤0.01% 746
2017
Q4 		$221K Buy
+4,193
New +$226K ﹤0.01% 737

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

Veritable's WR Position: Q2 2018 in Review

Veritable sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 3,948 shares — an estimated $208K sold.

Veritable first reported a position in WR in Q4 2017 and held it in 2 quarters. The position peaked at $221K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Veritable reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Veritable sold 3,948 Westar Energy Inc shares in Q2 2018, an estimated $208K.
  • Veritable first reported a position in Westar Energy Inc in Q4 2017 and held it in 2 quarters.
  • Veritable's Westar Energy Inc position peaked at $221K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Veritable's 13F filing for Q2 2018, filed 13 Aug 2018.