AWM
WR

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

Aevitas Wealth 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
-10,439
Closed -$549K – 502
2018
Q1 		$549K Hold
10,439
– – 0.55% 55
2017
Q4 		$551K Buy
+10,439
New +$563K 0.52% 57

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

Aevitas Wealth Management's WR Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 10,439 shares — an estimated $549K sold.

Aevitas Wealth Management first reported a position in WR in Q4 2017 and held it in 2 quarters. The position peaked at $551K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 10,439 Westar Energy Inc shares in Q2 2018, an estimated $549K.
  • Aevitas Wealth Management first reported a position in Westar Energy Inc in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Westar Energy Inc position peaked at $551K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.