BFC
WR

Bedel Financial Consulting’s Westar Energy Inc WR Stock Holding History

Bedel Financial Consulting’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
-100
Closed -$5K – 746
2018
Q1 		$5K Buy
+100
New +$5.05K ﹤0.01% 560

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

Bedel Financial Consulting's WR Position: Q2 2018 in Review

Bedel Financial Consulting sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 100 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in WR in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Bedel Financial Consulting reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 100 Westar Energy Inc shares in Q2 2018, an estimated $5K.
  • Bedel Financial Consulting first reported a position in Westar Energy Inc in Q1 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's Westar Energy Inc position peaked at $5K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Bedel Financial Consulting's 13F filing for Q2 2018, filed 18 Jul 2018.