AOWM
WR

Alpha Omega Wealth Management’s Westar Energy Inc WR Stock Holding History

Alpha Omega 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
-2,075
Closed -$109K – 555
2018
Q1 		$109K Hold
2,075
– – 0.05% 163
2017
Q4 		$110K Sell
2,075
-25
-1% -$1.35K 0.05% 166
2017
Q3 		$104K Hold
2,100
– – 0.05% 170
2017
Q2 		$111K Hold
2,100
– – 0.06% 164
2017
Q1 		$114K Hold
2,100
– – 0.06% 161
2016
Q4 		$118K Buy
+2,100
New +$119K 0.06% 163

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

Alpha Omega Wealth Management's WR Position: Q2 2018 in Review

Alpha Omega Wealth Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 2,075 shares — an estimated $109K sold.

Alpha Omega Wealth Management first reported a position in WR in Q4 2016 and held it in 6 quarters. The position peaked at $118K in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Alpha Omega Wealth Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 2,075 Westar Energy Inc shares in Q2 2018, an estimated $109K.
  • Alpha Omega Wealth Management first reported a position in Westar Energy Inc in Q4 2016 and held it in 6 quarters.
  • Alpha Omega Wealth Management's Westar Energy Inc position peaked at $118K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.