CPA
WR

Clear Perspective Advisors’s Westar Energy Inc WR Stock Holding History

Clear Perspective 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
-298
Closed -$16K – 523
2018
Q1 		$16K Hold
298
– – 0.01% 326
2017
Q4 		$16K Hold
298
– – 0.01% 316
2017
Q3 		$15K Sell
298
-100
-25% -$5.08K 0.01% 318
2017
Q2 		$21K Buy
398
+100
+34% +$5.3K 0.02% 289
2017
Q1 		$16K Hold
298
– – 0.01% 287
2016
Q4 		$17K Buy
+298
New +$16.9K 0.01% 282

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

Clear Perspective Advisors's WR Position: Q2 2018 in Review

Clear Perspective Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 298 shares — an estimated $16K sold.

Clear Perspective Advisors first reported a position in WR in Q4 2016 and held it in 6 quarters. The position peaked at $21K in Q2 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Clear Perspective Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 298 Westar Energy Inc shares in Q2 2018, an estimated $16K.
  • Clear Perspective Advisors first reported a position in Westar Energy Inc in Q4 2016 and held it in 6 quarters.
  • Clear Perspective Advisors's Westar Energy Inc position peaked at $21K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.