Arcadia Investment Management’s Westar Energy Inc WR Stock Holding History

Arcadia Investment 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	-234	Closed	-$12K	–	347
2018 Q1	$12K	Hold	234	–	–	﹤0.01%	313
2017 Q4	$12K	Hold	234	–	–	﹤0.01%	322
2017 Q3	$12K	Hold	234	–	–	﹤0.01%	333
2017 Q2	$12K	Hold	234	–	–	﹤0.01%	319
2017 Q1	$13K	Hold	234	–	–	﹤0.01%	363
2016 Q4	$13K	Hold	234	–	–	﹤0.01%	281
2016 Q3	$13K	Hold	234	–	–	﹤0.01%	295
2016 Q2	$13K	Hold	234	–	–	﹤0.01%	392
2016 Q1	$12K	Hold	234	–	–	﹤0.01%	253
2015 Q4	$10K	Buy	+234	New	+$9.57K	﹤0.01%	260

Other funds holding WR

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 $484M AUM 26.33% 1-Year Est. Return

Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Arcadia Investment Management's WR Position: Q2 2018 in Review

Arcadia Investment Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 234 shares — an estimated $12K sold.

Arcadia Investment Management first reported a position in WR in Q4 2015 and held it in 10 quarters. The position peaked at $13K in Q1 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

Arcadia Investment Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
Arcadia Investment Management sold 234 Westar Energy Inc shares in Q2 2018, an estimated $12K.
Arcadia Investment Management first reported a position in Westar Energy Inc in Q4 2015 and held it in 10 quarters.
Arcadia Investment Management's Westar Energy Inc position peaked at $13K in Q1 2017.
4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

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