AssetMark Inc
WR

AssetMark Inc’s Westar Energy Inc WR Stock Holding History

AssetMark Inc’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
-451
Closed -$24K – 1521
2018
Q1 		$24K Sell
451
-179
-28% -$9.04K ﹤0.01% 908
2017
Q4 		$33K Buy
630
+30
+5% +$1.62K ﹤0.01% 894
2017
Q3 		$30K Hold
600
– – ﹤0.01% 834
2017
Q2 		$32K Hold
600
– – ﹤0.01% 793
2017
Q1 		$33K Sell
600
-287
-32% -$15.6K ﹤0.01% 752
2016
Q4 		$50K Hold
887
– – ﹤0.01% 624
2016
Q3 		$50K Hold
887
– – ﹤0.01% 616
2016
Q2 		$50K Sell
887
-110
-11% -$5.82K ﹤0.01% 607
2016
Q1 		$49K Buy
997
+981
+6,131% +$43.8K ﹤0.01% 561
2015
Q4 		$1K Buy
16
+13
+433% +$532 ﹤0.01% 1358
2015
Q3 		$0 Buy
+3
New +$111 ﹤0.01% 940

Other funds holding WR

N
Natixis Paris, France $25B 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
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return