WIM
WR

Westside Investment Management’s Westar Energy Inc WR Stock Holding History

Westside Investment Management’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
-15
Closed -$776 – 860
2018
Q1 		$776 Hold
15
– – ﹤0.01% 793
2017
Q4 		$775 Hold
15
– – ﹤0.01% 816
2017
Q3 		$764 Hold
15
– – ﹤0.01% 790
2017
Q2 		$756 Hold
15
– – ﹤0.01% 785
2017
Q1 		$820 Hold
15
– – ﹤0.01% 744
2016
Q4 		$826 Buy
+15
New +$853 ﹤0.01% 614

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

Westside Investment Management's WR Position: Q2 2018 in Review

Westside Investment Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 15 shares — an estimated $776 sold.

Westside Investment Management first reported a position in WR in Q4 2016 and held it in 6 quarters. The position peaked at $826 in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Westside Investment Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Westside Investment Management sold 15 Westar Energy Inc shares in Q2 2018, an estimated $776.
  • Westside Investment Management first reported a position in Westar Energy Inc in Q4 2016 and held it in 6 quarters.
  • Westside Investment Management's Westar Energy Inc position peaked at $826 in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Westside Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.