BWM
WR

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

Baystate 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
2018
Q2 		– Sell
-130
Closed -$7K – 715
2018
Q1 		$7K Hold
130
– – ﹤0.01% 394
2017
Q4 		$7K Sell
130
-1
-0.8% -$54 ﹤0.01% 402
2017
Q3 		$7K Buy
131
+2
+2% +$102 ﹤0.01% 385
2017
Q2 		$6K Hold
129
– – ﹤0.01% 405
2017
Q1 		$7K Hold
129
– – ﹤0.01% 372
2016
Q4 		$7K Buy
+129
New +$7.33K ﹤0.01% 340

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

Baystate Wealth Management's WR Position: Q2 2018 in Review

Baystate Wealth Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 130 shares — an estimated $7K sold.

Baystate Wealth Management first reported a position in WR in Q4 2016 and held it in 6 quarters. The position peaked at $7K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Baystate Wealth Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 130 Westar Energy Inc shares in Q2 2018, an estimated $7K.
  • Baystate Wealth Management first reported a position in Westar Energy Inc in Q4 2016 and held it in 6 quarters.
  • Baystate Wealth Management's Westar Energy Inc position peaked at $7K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Baystate Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.