AF
WR

Allworth Financial’s Westar Energy Inc WR Stock Holding History

Allworth Financial’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
-2,730
Closed -$144K – 1057
2018
Q1 		$144K Sell
2,730
-391
-13% -$19.7K 0.01% 146
2017
Q4 		$165K Buy
3,121
+683
+28% +$36.8K 0.01% 128
2017
Q3 		$121K Hold
2,438
– – 0.01% 153
2017
Q2 		$129K Hold
2,438
– – 0.01% 152
2017
Q1 		$132K Hold
2,438
– – 0.01% 142
2016
Q4 		$137K Hold
2,438
– – 0.01% 133
2016
Q3 		$138K Hold
2,438
– – 0.01% 124
2016
Q2 		$137K Hold
2,438
– – 0.02% 118
2016
Q1 		$121K Hold
2,438
– – 0.02% 131
2015
Q4 		$103K Hold
2,438
– – 0.02% 146
2015
Q3 		$94K Hold
2,438
– – 0.03% 143
2015
Q2 		$83K Hold
2,438
– – 0.03% 155
2015
Q1 		$94K Buy
+2,438
New +$98K 0.04% 151

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

Allworth Financial's WR Position: Q2 2018 in Review

Allworth Financial sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 2,730 shares — an estimated $144K sold.

Allworth Financial first reported a position in WR in Q1 2015 and held it in 13 quarters. The position peaked at $165K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Allworth Financial reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Allworth Financial sold 2,730 Westar Energy Inc shares in Q2 2018, an estimated $144K.
  • Allworth Financial first reported a position in Westar Energy Inc in Q1 2015 and held it in 13 quarters.
  • Allworth Financial's Westar Energy Inc position peaked at $165K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Allworth Financial's 13F filing for Q2 2018, filed 8 Aug 2018.