AMG
WR

Advisors Management Group’s Westar Energy Inc WR Stock Holding History

Advisors Management 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
-38,043
Closed -$1.98M – 83
2018
Q1 		$1.98M Sell
38,043
-435
-1% -$22K 1.01% 42
2017
Q4 		$2.03M Sell
38,478
-220
-0.6% -$11.9K 1.04% 40
2017
Q3 		$1.92M Sell
38,698
-247
-0.6% -$12.6K 1.02% 41
2017
Q2 		$2.06M Sell
38,945
-245
-0.6% -$13K 1.14% 40
2017
Q1 		$2.13M Buy
39,190
+440
+1% +$24K 1.34% 36
2016
Q4 		$2.18M Sell
38,750
-592
-2% -$33.7K 1.48% 35
2016
Q3 		$2.23M Sell
39,342
-580
-1% -$32.1K 1.49% 34
2016
Q2 		$2.24M Buy
39,922
+274
+0.7% +$14.5K 1.56% 32
2016
Q1 		$1.97M Sell
39,648
-184
-0.5% -$8.21K 1.43% 33
2015
Q4 		$1.69M Buy
+39,832
New +$1.63M 1.39% 36

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

Advisors Management Group's WR Position: Q2 2018 in Review

Advisors Management Group sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 38,043 shares — an estimated $1.98M sold.

Advisors Management Group first reported a position in WR in Q4 2015 and held it in 10 quarters. The position peaked at $2.24M in Q2 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Advisors Management Group reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Advisors Management Group sold 38,043 Westar Energy Inc shares in Q2 2018, an estimated $1.98M.
  • Advisors Management Group first reported a position in Westar Energy Inc in Q4 2015 and held it in 10 quarters.
  • Advisors Management Group's Westar Energy Inc position peaked at $2.24M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Advisors Management Group's 13F filing for Q2 2018, filed 6 Aug 2018.