ACS
WR

Archford Capital Strategies’s Westar Energy Inc WR Stock Holding History

Archford Capital Strategies’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
-17
Closed -$1K – 775
2018
Q1 		$1K Buy
+17
New +$859 ﹤0.01% 648
2017
Q2 		– Sell
-17
Closed -$1K – 743
2017
Q1 		$1K Hold
17
– – ﹤0.01% 703
2016
Q4 		$0 Hold
17
– – ﹤0.01% 807
2016
Q3 		$0 Hold
17
– – ﹤0.01% 772
2016
Q2 		$1K Buy
+17
New +$900 ﹤0.01% 694
2016
Q1 		– Sell
-17
Closed -$1K – 762
2015
Q4 		$1K Hold
17
– – ﹤0.01% 834
2015
Q3 		$1K Hold
17
– – ﹤0.01% 672
2015
Q2 		$1K Hold
17
– – ﹤0.01% 654
2015
Q1 		$659 Hold
17
– – ﹤0.01% 671
2014
Q4 		$1K Hold
17
– – ﹤0.01% 691
2014
Q3 		$1K Hold
17
– – ﹤0.01% 683
2014
Q2 		$649 Hold
17
– – ﹤0.01% 824
2014
Q1 		$598 Buy
+17
New +$572 ﹤0.01% 780

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 27.61% 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

Archford Capital Strategies's WR Position: Q2 2018 in Review

Archford Capital Strategies sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 17 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in WR in Q1 2014 and held it in 13 quarters. The position peaked at $1K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Archford Capital Strategies reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 17 Westar Energy Inc shares in Q2 2018, an estimated $1K.
  • Archford Capital Strategies first reported a position in Westar Energy Inc in Q1 2014 and held it in 13 quarters.
  • Archford Capital Strategies's Westar Energy Inc position peaked at $1K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.