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

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

Edmonds Duncan Registered Investment Advisors's WR Position: Q2 2018 in Review

Edmonds Duncan Registered Investment Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 16,174 shares — an estimated $851K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in WR in Q4 2015 and held it in 10 quarters. The position peaked at $957K in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 16,174 Westar Energy Inc shares in Q2 2018, an estimated $851K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Westar Energy Inc in Q4 2015 and held it in 10 quarters.
  • Edmonds Duncan Registered Investment Advisors's Westar Energy Inc position peaked at $957K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.