AIM
WR

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

Advantage 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
-2,552
Closed -$134K – 1087
2018
Q1 		$134K Hold
2,552
– – 0.05% 203
2017
Q4 		$135K Hold
2,552
– – 0.04% 220
2017
Q3 		$127K Sell
2,552
-72
-3% -$3.66K 0.04% 216
2017
Q2 		$139K Hold
2,624
– – 0.05% 197
2017
Q1 		$142K Buy
+2,624
New +$143K 0.06% 180
2016
Q4 		– Sell
-3,563
Closed -$202K – 1053
2016
Q3 		$202K Hold
3,563
– – 0.07% 135
2016
Q2 		$200K Hold
3,563
– – 0.09% 131
2016
Q1 		$177K Hold
3,563
– – 0.08% 145
2015
Q4 		$151K Hold
3,563
– – 0.08% 164
2015
Q3 		$137K Hold
3,563
– – 0.08% 154
2015
Q2 		$122K Hold
3,563
– – 0.06% 206
2015
Q1 		$138K Buy
+3,563
New +$143K 0.08% 180

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

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

Advantage Investment Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 2,552 shares — an estimated $134K sold.

Advantage Investment Management first reported a position in WR in Q1 2015 and held it in 12 quarters. The position peaked at $202K in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Advantage Investment Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Advantage Investment Management sold 2,552 Westar Energy Inc shares in Q2 2018, an estimated $134K.
  • Advantage Investment Management first reported a position in Westar Energy Inc in Q1 2015 and held it in 12 quarters.
  • Advantage Investment Management's Westar Energy Inc position peaked at $202K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

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