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

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

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.