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Financial Architects (New Jersey)’s Westar Energy Inc WR Stock Holding History

Financial Architects (New Jersey)’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
-587
Closed -$31K – 1615
2018
Q1 		$31K Sell
587
-9
-2% -$455 0.01% 764
2017
Q4 		$31K Hold
596
– – 0.01% 844
2017
Q3 		$30K Sell
596
-3
-0.5% -$153 0.01% 855
2017
Q2 		$32K Sell
599
-1,623
-73% -$86K 0.01% 829
2017
Q1 		$120K Sell
2,222
-410
-16% -$22.3K 0.02% 424
2016
Q4 		$148K Buy
2,632
+1,641
+166% +$93.3K 0.03% 307
2016
Q3 		$57K Hold
991
– – 0.02% 545
2016
Q2 		$55K Buy
991
+574
+138% +$30.4K 0.02% 517
2016
Q1 		$21K Buy
+417
New +$18.6K 0.01% 582
2015
Q3 		– Sell
-417
Closed -$14K – 1207
2015
Q2 		$14K Buy
+417
New +$15.2K 0.01% 724
2015
Q1 		– Sell
-300
Closed -$12K – 1103
2014
Q4 		$12K Hold
300
– – 0.01% 637
2014
Q3 		$10K Hold
300
– – ﹤0.01% 620
2014
Q2 		$11K Buy
+300
New +$10.7K 0.01% 628

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

Financial Architects (New Jersey)'s WR Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 587 shares — an estimated $31K sold.

Financial Architects (New Jersey) first reported a position in WR in Q2 2014 and held it in 13 quarters. The position peaked at $148K in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Financial Architects (New Jersey) reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 587 Westar Energy Inc shares in Q2 2018, an estimated $31K.
  • Financial Architects (New Jersey) first reported a position in Westar Energy Inc in Q2 2014 and held it in 13 quarters.
  • Financial Architects (New Jersey)'s Westar Energy Inc position peaked at $148K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.