CPIG
WR

Chicago Partners Investment Group’s Westar Energy Inc WR Stock Holding History

Chicago Partners Investment Group’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
-9,350
Closed -$492K – 1028
2018
Q1 		$492K Sell
9,350
-400
-4% -$20.2K 0.08% 157
2017
Q4 		$515K Hold
9,750
– – 0.08% 157
2017
Q3 		$484K Buy
9,750
+8,250
+550% +$419K 0.08% 155
2017
Q2 		$82K Sell
1,500
-7,500
-83% -$397K 0.02% 304
2017
Q1 		$488K Sell
9,000
-3,000
-25% -$163K 0.14% 109
2016
Q4 		$676K Hold
12,000
– – 0.25% 78
2016
Q3 		$681K Buy
12,000
+9,400
+362% +$520K 0.27% 73
2016
Q2 		$146K Buy
+2,600
New +$138K 0.07% 160

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 $484M AUM 26.33% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Chicago Partners Investment Group's WR Position: Q2 2018 in Review

Chicago Partners Investment Group sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 9,350 shares — an estimated $492K sold.

Chicago Partners Investment Group first reported a position in WR in Q2 2016 and held it in 8 quarters. The position peaked at $681K in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Chicago Partners Investment Group reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 9,350 Westar Energy Inc shares in Q2 2018, an estimated $492K.
  • Chicago Partners Investment Group first reported a position in Westar Energy Inc in Q2 2016 and held it in 8 quarters.
  • Chicago Partners Investment Group's Westar Energy Inc position peaked at $681K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Chicago Partners Investment Group's 13F filing for Q2 2018, filed 31 Aug 2018.