Cornerstone Advisors (Washington)’s Westar Energy Inc WR Stock Holding History

Cornerstone Advisors (Washington)’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	-210	Closed	-$11K	–	1298
2018 Q1	$11K	Buy	210 +63	+43%	+$3.18K	0.01%	583
2017 Q4	$8K	Hold	147	–	–	0.01%	630
2017 Q3	$7K	Hold	147	–	–	﹤0.01%	654
2017 Q2	$8K	Hold	147	–	–	﹤0.01%	629
2017 Q1	$8K	Hold	147	–	–	﹤0.01%	627
2016 Q4	$8K	Hold	147	–	–	0.01%	634
2016 Q3	$8K	Hold	147	–	–	0.01%	618
2016 Q2	$8K	Hold	147	–	–	0.01%	480
2016 Q1	$7K	Buy	+147	New	+$6.56K	0.01%	514

Other funds holding WR

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

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

Cornerstone Advisors (Washington)'s WR Position: Q2 2018 in Review

Cornerstone Advisors (Washington) sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 210 shares — an estimated $11K sold.

Cornerstone Advisors (Washington) first reported a position in WR in Q1 2016 and held it in 9 quarters. The position peaked at $11K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

Cornerstone Advisors (Washington) reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 210 Westar Energy Inc shares in Q2 2018, an estimated $11K.
Cornerstone Advisors (Washington) first reported a position in Westar Energy Inc in Q1 2016 and held it in 9 quarters.
Cornerstone Advisors (Washington)'s Westar Energy Inc position peaked at $11K in Q1 2018.
4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2018, filed 18 Jul 2018.