AFG
WR

Albion Financial Group’s Westar Energy Inc WR Stock Holding History

Albion Financial 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
-29,270
Closed -$1.54M – 198
2018
Q1 		$1.54M Hold
29,270
– – 0.24% 73
2017
Q4 		$1.54M Sell
29,270
-425
-1% -$22.9K 0.24% 71
2017
Q3 		$1.47M Hold
29,695
– – 0.23% 74
2017
Q2 		$1.57M Hold
29,695
– – 0.26% 64
2017
Q1 		$1.61M Sell
29,695
-4,744
-14% -$258K 0.24% 62
2016
Q4 		$1.94M Sell
34,439
-4,166
-11% -$237K 0.32% 57
2016
Q3 		$2.19M Sell
38,605
-3,005
-7% -$166K 0.38% 51
2016
Q2 		$2.33M Hold
41,610
– – 0.42% 36
2016
Q1 		$2.06M Hold
41,610
– – 0.35% 42
2015
Q4 		$1.76M Sell
41,610
-285
-0.7% -$11.7K 0.3% 45
2015
Q3 		$1.61M Sell
41,895
-65
-0.2% -$2.4K 0.29% 45
2015
Q2 		$1.44M Sell
41,960
-295
-0.7% -$10.8K 0.24% 55
2015
Q1 		$1.64M Sell
42,255
-860
-2% -$34.6K 0.28% 45
2014
Q4 		$1.78M Buy
43,115
+190
+0.4% +$7.25K 0.31% 42
2014
Q3 		$1.47M Hold
42,925
– – 0.26% 54
2014
Q2 		$1.64M Sell
42,925
-10,758
-20% -$385K 0.28% 53
2014
Q1 		$1.89M Sell
53,683
-770
-1% -$25.9K 0.35% 47
2013
Q4 		$1.75M Buy
54,453
+3,435
+7% +$108K 0.33% 48
2013
Q3 		$1.56M Sell
51,018
-2,885
-5% -$92.2K 0.33% 45
2013
Q2 		$1.72M Buy
+53,903
New +$1.77M 0.38% 42

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

Albion Financial Group's WR Position: Q2 2018 in Review

Albion Financial Group sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 29,270 shares — an estimated $1.54M sold.

Albion Financial Group first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $2.33M in Q2 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Albion Financial Group reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Albion Financial Group sold 29,270 Westar Energy Inc shares in Q2 2018, an estimated $1.54M.
  • Albion Financial Group first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Albion Financial Group's Westar Energy Inc position peaked at $2.33M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Albion Financial Group's 13F filing for Q2 2018, filed 15 Aug 2018.