APA
WR

American Portfolios Advisors’s Westar Energy Inc WR Stock Holding History

American Portfolios Advisors’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
-1,869
Closed -$98.3K – 2491
2018
Q1 		$98.3K Sell
1,869
-300
-14% -$15.2K 0.01% 755
2017
Q4 		$115K Buy
+2,169
New +$117K 0.02% 686

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 Portfolios Advisors's WR Position: Q2 2018 in Review

American Portfolios Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,869 shares — an estimated $98.3K sold.

American Portfolios Advisors first reported a position in WR in Q4 2017 and held it in 2 quarters. The position peaked at $115K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • American Portfolios Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • American Portfolios Advisors sold 1,869 Westar Energy Inc shares in Q2 2018, an estimated $98.3K.
  • American Portfolios Advisors first reported a position in Westar Energy Inc in Q4 2017 and held it in 2 quarters.
  • American Portfolios Advisors's Westar Energy Inc position peaked at $115K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on American Portfolios Advisors's 13F filing for Q2 2018, filed 24 Mar 2023.