AIS
WR

American Investment Services’s Westar Energy Inc WR Stock Holding History

American Investment Services’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
-20,645
Closed -$1.09M – 120
2018
Q1 		$1.09M Sell
20,645
-75
-0.4% -$3.79K 0.38% 44
2017
Q4 		$1.09M Hold
20,720
– – 0.4% 46
2017
Q3 		$1.03M Hold
20,720
– – 0.39% 49
2017
Q2 		$1.1M Buy
20,720
+581
+3% +$30.8K 0.44% 43
2017
Q1 		$1.09M Hold
20,139
– – 0.44% 43
2016
Q4 		$1.14M Hold
20,139
– – 0.47% 38
2016
Q3 		$1.14M Hold
20,139
– – 0.48% 37
2016
Q2 		$1.13M Sell
20,139
-2,191
-10% -$116K 0.49% 39
2016
Q1 		$1.11M Hold
22,330
– – 0.54% 34
2015
Q4 		$947K Sell
22,330
-2,157
-9% -$88.2K 0.52% 34
2015
Q3 		$941K Sell
24,487
-744
-3% -$27.5K 0.52% 37
2015
Q2 		$863K Buy
25,231
+744
+3% +$27.2K 0.46% 43
2015
Q1 		$949K Sell
24,487
-966
-4% -$38.8K 0.52% 37
2014
Q4 		$1.05M Sell
25,453
-3,714
-13% -$142K 0.57% 35
2014
Q3 		$995K Hold
29,167
– – 0.55% 34
2014
Q2 		$1.11M Buy
29,167
+19,473
+201% +$698K 0.61% 33
2014
Q1 		$341K Sell
9,694
-528
-5% -$17.8K 0.2% 59
2013
Q4 		$329K Hold
10,222
– – 0.2% 58
2013
Q3 		$313K Sell
10,222
-10,130
-50% -$324K 0.2% 56
2013
Q2 		$650K Buy
+20,352
New +$669K 0.41% 38

Other funds holding WR

N
Natixis Paris, France $28B AUM 26.79% 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

American Investment Services's WR Position: Q2 2018 in Review

American Investment Services sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 20,645 shares — an estimated $1.09M sold.

American Investment Services first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $1.14M in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • American Investment Services reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • American Investment Services sold 20,645 Westar Energy Inc shares in Q2 2018, an estimated $1.09M.
  • American Investment Services first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • American Investment Services's Westar Energy Inc position peaked at $1.14M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on American Investment Services's 13F filing for Q2 2018, filed 3 Aug 2018.