Cambridge Investment Research Advisors
WR

Cambridge Investment Research Advisors’s Westar Energy Inc WR Stock Holding History

Cambridge Investment Research Advisors’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
-16,996
Closed -$894K – 2302
2018
Q1 		$894K Buy
16,996
+373
+2% +$18.8K 0.01% 995
2017
Q4 		$878K Sell
16,623
-26,376
-61% -$1.42M 0.01% 969
2017
Q3 		$2.13M Buy
42,999
+26,086
+154% +$1.33M 0.03% 518
2017
Q2 		$897K Buy
16,913
+382
+2% +$20.2K 0.01% 860
2017
Q1 		$897K Buy
16,531
+848
+5% +$46.2K 0.02% 775
2016
Q4 		$884K Buy
15,683
+477
+3% +$27.1K 0.02% 741
2016
Q3 		$863K Buy
15,206
+1,976
+15% +$109K 0.02% 751
2016
Q2 		$742K Buy
13,230
+2,741
+26% +$145K 0.02% 751
2016
Q1 		$520K Buy
10,489
+721
+7% +$32.2K 0.01% 874
2015
Q4 		$414K Buy
9,768
+2,459
+34% +$101K 0.01% 946
2015
Q3 		$281K Sell
7,309
-2,846
-28% -$105K 0.01% 1058
2015
Q2 		$347K Buy
10,155
+173
+2% +$6.33K 0.01% 990
2015
Q1 		$387K Sell
9,982
-2,059
-17% -$82.8K 0.01% 928
2014
Q4 		$497K Buy
12,041
+189
+2% +$7.21K 0.02% 782
2014
Q3 		$404K Buy
11,852
+927
+8% +$33.6K 0.01% 934
2014
Q2 		$417K Buy
10,925
+2,000
+22% +$71.7K 0.01% 839
2014
Q1 		$314K Sell
8,925
-76
-0.8% -$2.56K 0.01% 937
2013
Q4 		$290K Buy
9,001
+162
+2% +$5.11K 0.01% 904
2013
Q3 		$271K Buy
8,839
+856
+11% +$27.4K 0.01% 892
2013
Q2 		$255K Buy
+7,983
New +$262K 0.01% 828

Other funds holding WR

N
Natixis Paris, France $28B 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 $530M AUM 29.29% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Cambridge Investment Research Advisors's WR Position: Q2 2018 in Review

Cambridge Investment Research Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 16,996 shares — an estimated $894K sold.

Cambridge Investment Research Advisors first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $2.13M in Q3 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Cambridge Investment Research Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 16,996 Westar Energy Inc shares in Q2 2018, an estimated $894K.
  • Cambridge Investment Research Advisors first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Cambridge Investment Research Advisors's Westar Energy Inc position peaked at $2.13M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.