WT
WR

Whittier Trust’s Westar Energy Inc WR Stock Holding History

Whittier Trust’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
-1,186
Closed -$62K – 1379
2018
Q1 		$62K Hold
1,186
– – ﹤0.01% 731
2017
Q4 		$63K Hold
1,186
– – ﹤0.01% 700
2017
Q3 		$59K Hold
1,186
– – ﹤0.01% 704
2017
Q2 		$63K Buy
1,186
+571
+93% +$30.2K ﹤0.01% 661
2017
Q1 		$33K Hold
615
– – ﹤0.01% 803
2016
Q4 		$35K Hold
615
– – ﹤0.01% 778
2016
Q3 		$35K Hold
615
– – ﹤0.01% 762
2016
Q2 		$34K Hold
615
– – ﹤0.01% 785
2016
Q1 		$31K Buy
+615
New +$27.4K ﹤0.01% 801

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's WR Position: Q2 2018 in Review

Whittier Trust sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,186 shares — an estimated $62K sold.

Whittier Trust first reported a position in WR in Q1 2016 and held it in 9 quarters. The position peaked at $63K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Whittier Trust reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Whittier Trust sold 1,186 Westar Energy Inc shares in Q2 2018, an estimated $62K.
  • Whittier Trust first reported a position in Westar Energy Inc in Q1 2016 and held it in 9 quarters.
  • Whittier Trust's Westar Energy Inc position peaked at $63K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

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