APP
WR

Avantax Planning Partners’s Westar Energy Inc WR Stock Holding History

Avantax Planning Partners’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
-1,429
Closed -$75K – 1893
2018
Q1 		$75K Buy
+1,429
New +$72.2K 0.01% 456

Other funds holding WR

N
Natixis Paris, France $24.8B AUM 35.22% 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

Avantax Planning Partners's WR Position: Q2 2018 in Review

Avantax Planning Partners sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,429 shares — an estimated $75K sold.

Avantax Planning Partners first reported a position in WR in Q1 2018 and held it in 1 quarter. The position peaked at $75K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Avantax Planning Partners reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,429 Westar Energy Inc shares in Q2 2018, an estimated $75K.
  • Avantax Planning Partners first reported a position in Westar Energy Inc in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Westar Energy Inc position peaked at $75K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.