WC
WR

Whitney & Co’s Westar Energy Inc WR Stock Holding History

Whitney & Co’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
-1,720
Closed -$90K – 350
2018
Q1 		$90K Buy
+1,720
New +$86.9K 0.03% 138

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

Whitney & Co's WR Position: Q2 2018 in Review

Whitney & Co sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,720 shares — an estimated $90K sold.

Whitney & Co first reported a position in WR in Q1 2018 and held it in 1 quarter. The position peaked at $90K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Whitney & Co reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Whitney & Co sold 1,720 Westar Energy Inc shares in Q2 2018, an estimated $90K.
  • Whitney & Co first reported a position in Westar Energy Inc in Q1 2018 and held it in 1 quarter.
  • Whitney & Co's Westar Energy Inc position peaked at $90K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Whitney & Co's 13F filing for Q2 2018, filed 14 Aug 2018.