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Avior Wealth Management’s Westar Energy Inc WR Stock Holding History

Avior Wealth 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
2014
Q2 		– Sell
-345
Closed -$12K – 366
2014
Q1 		$12K Buy
+345
New +$11.6K 0.01% 220

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BFA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
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DPIM
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
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Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avior Wealth Management's WR Position: Q2 2014 in Review

Avior Wealth Management sold out of Westar Energy Inc (WR) in Q2 2014, closing a stake of 345 shares — an estimated $12K sold.

Avior Wealth Management first reported a position in WR in Q1 2014 and held it in 1 quarter. The position peaked at $12K in Q1 2014. 318 funds tracked by Wall St. Rank hold WR as of Q2 2014.

  • Avior Wealth Management reported no remaining Westar Energy Inc position as of Q2 2014 after selling out during the quarter.
  • Avior Wealth Management sold 345 Westar Energy Inc shares in Q2 2014, an estimated $12K.
  • Avior Wealth Management first reported a position in Westar Energy Inc in Q1 2014 and held it in 1 quarter.
  • Avior Wealth Management's Westar Energy Inc position peaked at $12K in Q1 2014.
  • 318 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2014.

Based on Avior Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.