Wilbanks Smith & Thomas Asset Management’s Westar Energy Inc WR Stock Holding History

Wilbanks Smith & Thomas Asset 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	-5,360	Closed	-$282K	–	372
2018 Q1	$282K	Hold	5,360	–	–	0.02%	270
2017 Q4	$283K	Hold	5,360	–	–	0.02%	275
2017 Q3	$266K	Hold	5,360	–	–	0.02%	266
2017 Q2	$284K	Sell	5,360 -90	-2%	-$4.77K	0.02%	246
2017 Q1	$296K	Hold	5,450	–	–	0.03%	233
2016 Q4	$307K	Buy	5,450 +90	+2%	+$5.12K	0.03%	223
2016 Q3	$304K	Hold	5,360	–	–	0.03%	216
2016 Q2	$301K	Hold	5,360	–	–	0.03%	220
2016 Q1	$266K	Hold	5,360	–	–	0.03%	232
2015 Q4	$227K	Hold	5,360	–	–	0.02%	241
2015 Q3	$206K	Buy	+5,360	New	+$198K	0.03%	249
2015 Q2	–	Sell	-5,360	Closed	-$208K	–	333
2015 Q1	$208K	Hold	5,360	–	–	0.02%	285
2014 Q4	$221K	Buy	+5,360	New	+$205K	0.02%	277
2014 Q3	–	Sell	-5,360	Closed	-$205K	–	313
2014 Q2	$205K	Buy	+5,360	New	+$192K	0.02%	272

Other funds holding WR

Natixis Paris, France $28B AUM 26.79% 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 $484M AUM 26.33% 1-Year Est. Return

Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's WR Position: Q2 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 5,360 shares — an estimated $282K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in WR in Q2 2014 and held it in 14 quarters. The position peaked at $307K in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 5,360 Westar Energy Inc shares in Q2 2018, an estimated $282K.
Wilbanks Smith & Thomas Asset Management first reported a position in Westar Energy Inc in Q2 2014 and held it in 14 quarters.
Wilbanks Smith & Thomas Asset Management's Westar Energy Inc position peaked at $307K in Q4 2016.
4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2018, filed 8 Aug 2018.