AE Wealth Management’s Westar Energy Inc WR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-3,707
Closed -$201K 390
2017
Q1
$201K Buy
+3,707
New +$202K 0.04% 262

Other funds holding WR

AE Wealth Management's WR Position: Q2 2017 in Review

AE Wealth Management sold out of Westar Energy Inc (WR) in Q2 2017, closing a stake of 3,707 shares — an estimated $201K sold.

AE Wealth Management first reported a position in WR in Q1 2017 and held it in 1 quarter. The position peaked at $201K in Q1 2017. 345 funds tracked by Wall St. Rank hold WR as of Q2 2017.

  • AE Wealth Management reported no remaining Westar Energy Inc position as of Q2 2017 after selling out during the quarter.
  • AE Wealth Management sold 3,707 Westar Energy Inc shares in Q2 2017, an estimated $201K.
  • AE Wealth Management first reported a position in Westar Energy Inc in Q1 2017 and held it in 1 quarter.
  • AE Wealth Management's Westar Energy Inc position peaked at $201K in Q1 2017.
  • 345 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2017.

Based on AE Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.