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

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