EDRIA
WR

Edmonds Duncan Registered Investment Advisors’s Westar Energy Inc WR Stock Holding History

Edmonds Duncan Registered Investment 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
-16,174
Closed -$851K – 116
2018
Q1 		$851K Hold
16,174
– – 0.38% 49
2017
Q4 		$853K Hold
16,174
– – 0.38% 50
2017
Q3 		$884K Buy
16,174
+363
+2% +$18.5K 0.41% 51
2017
Q2 		$838K Sell
15,811
-180
-1% -$9.53K 0.48% 40
2017
Q1 		$832K Sell
15,991
-270
-2% -$14.7K 0.44% 40
2016
Q4 		$916K Sell
16,261
-445
-3% -$25.3K 0.53% 40
2016
Q3 		$957K Hold
16,706
– – 0.58% 42
2016
Q2 		$911K Sell
16,706
-1,604
-9% -$84.9K 0.55% 42
2016
Q1 		$908K Sell
18,310
-2,136
-10% -$95.3K 0.6% 41
2015
Q4 		$867K Buy
+20,446
New +$836K 0.6% 41

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