WTC
WR

WhitTier Trust Company’s Westar Energy Inc WR Stock Holding History

WhitTier Trust Company’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
-530
Closed -$28K – 1036
2018
Q1 		$28K Hold
530
– – ﹤0.01% 706
2017
Q4 		$28K Hold
530
– – ﹤0.01% 657
2017
Q3 		$26K Hold
530
– – ﹤0.01% 658
2017
Q2 		$28K Sell
530
-2,244
-81% -$119K ﹤0.01% 643
2017
Q1 		$151K Hold
2,774
– – 0.02% 369
2016
Q4 		$156K Hold
2,774
– – 0.02% 367
2016
Q3 		$157K Hold
2,774
– – 0.02% 368
2016
Q2 		$156K Hold
2,774
– – 0.02% 371
2016
Q1 		$138K Hold
2,774
– – 0.02% 381
2015
Q4 		$118K Hold
2,774
– – 0.01% 404
2015
Q3 		$107K Hold
2,774
– – 0.01% 413
2015
Q2 		$95K Hold
2,774
– – 0.01% 450
2015
Q1 		$107K Hold
2,774
– – 0.01% 430
2014
Q4 		$114K Hold
2,774
– – 0.01% 420
2014
Q3 		$95K Hold
2,774
– – 0.01% 444
2014
Q2 		$106K Hold
2,774
– – 0.01% 436
2014
Q1 		$98K Buy
+2,774
New +$93.3K 0.01% 440

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

WhitTier Trust Company's WR Position: Q2 2018 in Review

WhitTier Trust Company sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 530 shares — an estimated $28K sold.

WhitTier Trust Company first reported a position in WR in Q1 2014 and held it in 17 quarters. The position peaked at $157K in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • WhitTier Trust Company reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • WhitTier Trust Company sold 530 Westar Energy Inc shares in Q2 2018, an estimated $28K.
  • WhitTier Trust Company first reported a position in Westar Energy Inc in Q1 2014 and held it in 17 quarters.
  • WhitTier Trust Company's Westar Energy Inc position peaked at $157K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on WhitTier Trust Company's 13F filing for Q2 2018, filed 20 Jul 2018.