AG
WR

Advisor Group’s Westar Energy Inc WR Stock Holding History

Advisor Group’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
-6,341
Closed -$333K – 5237
2018
Q1 		$333K Sell
6,341
-143
-2% -$7.22K ﹤0.01% 1613
2017
Q4 		$342K Buy
6,484
+318
+5% +$17.2K ﹤0.01% 1602
2017
Q3 		$306K Sell
6,166
-339
-5% -$17.2K ﹤0.01% 1520
2017
Q2 		$346K Sell
6,505
-950
-13% -$50.3K 0.01% 1381
2017
Q1 		$404K Sell
7,455
-4,652
-38% -$253K 0.01% 1203
2016
Q4 		$682K Buy
12,107
+3,151
+35% +$179K 0.02% 838
2016
Q3 		$509K Buy
8,956
+580
+7% +$32.1K 0.01% 970
2016
Q2 		$467K Buy
+8,376
New +$443K 0.01% 954

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

Advisor Group's WR Position: Q2 2018 in Review

Advisor Group sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 6,341 shares — an estimated $333K sold.

Advisor Group first reported a position in WR in Q2 2016 and held it in 8 quarters. The position peaked at $682K in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Advisor Group reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Advisor Group sold 6,341 Westar Energy Inc shares in Q2 2018, an estimated $333K.
  • Advisor Group first reported a position in Westar Energy Inc in Q2 2016 and held it in 8 quarters.
  • Advisor Group's Westar Energy Inc position peaked at $682K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Advisor Group's 13F filing for Q2 2018, filed 13 Aug 2018.