CFD
WR

Creative Financial Designs’s Westar Energy Inc WR Stock Holding History

Creative Financial Designs’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
-105
Closed -$6K – 820
2018
Q1 		$6K Sell
105
-50
-32% -$2.52K ﹤0.01% 491
2017
Q4 		$8K Sell
155
-99
-39% -$5.34K 0.01% 449
2017
Q3 		$13K Buy
254
+2
+0.8% +$102 0.01% 392
2017
Q2 		$13K Buy
252
+46
+22% +$2.44K 0.01% 385
2017
Q1 		$11K Sell
206
-45
-18% -$2.45K 0.01% 394
2016
Q4 		$14K Buy
+251
New +$14.3K 0.01% 366

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

Creative Financial Designs's WR Position: Q2 2018 in Review

Creative Financial Designs sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 105 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in WR in Q4 2016 and held it in 6 quarters. The position peaked at $14K in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Creative Financial Designs reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Creative Financial Designs sold 105 Westar Energy Inc shares in Q2 2018, an estimated $6K.
  • Creative Financial Designs first reported a position in Westar Energy Inc in Q4 2016 and held it in 6 quarters.
  • Creative Financial Designs's Westar Energy Inc position peaked at $14K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Creative Financial Designs's 13F filing for Q2 2018, filed 13 Jul 2018.