FCI
WR

Financial Counselors Inc’s Westar Energy Inc WR Stock Holding History

Financial Counselors Inc’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
-21,172
Closed -$1.11M – 519
2018
Q1 		$1.11M Buy
21,172
+714
+3% +$36.1K 0.05% 262
2017
Q4 		$1.08M Sell
20,458
-1,418
-6% -$76.5K 0.05% 272
2017
Q3 		$1.08M Sell
21,876
-436
-2% -$22.2K 0.05% 269
2017
Q2 		$1.18M Buy
22,312
+524
+2% +$27.8K 0.06% 272
2017
Q1 		$1.18M Sell
21,788
-13,774
-39% -$750K 0.06% 264
2016
Q4 		$2M Buy
+35,562
New +$2.02M 0.11% 205
2016
Q2 		$1.3M Hold
23,257
– – 0.08% 231
2016
Q1 		$1.15M Buy
23,257
+3,195
+16% +$143K 0.07% 237
2015
Q4 		$851K Sell
20,062
-1,638
-8% -$67K 0.05% 263
2015
Q3 		$834K Sell
21,700
-1,000
-4% -$36.9K 0.06% 259
2015
Q2 		$777K Buy
22,700
+3,100
+16% +$113K 0.05% 281
2015
Q1 		$760K Buy
19,600
+1,600
+9% +$64.3K 0.05% 290
2014
Q4 		$742K Sell
18,000
-763
-4% -$29.1K 0.05% 282
2014
Q3 		$640K Buy
18,763
+237
+1% +$8.58K 0.04% 303
2014
Q2 		$708K Buy
18,526
+228
+1% +$8.17K 0.05% 283
2014
Q1 		$643K Hold
18,298
– – 0.05% 294
2013
Q4 		$589K Buy
18,298
+500
+3% +$15.8K 0.04% 289
2013
Q3 		$546K Sell
17,798
-25
-0.1% -$799 0.05% 282
2013
Q2 		$570K Buy
+17,823
New +$585K 0.05% 272

Other funds holding WR

N
Natixis Paris, France $28B AUM 26.79% 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 $484M AUM 26.33% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Financial Counselors Inc's WR Position: Q2 2018 in Review

Financial Counselors Inc sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 21,172 shares — an estimated $1.11M sold.

Financial Counselors Inc first reported a position in WR in Q2 2013 and held it in 19 quarters. The position peaked at $2M in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Financial Counselors Inc reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Financial Counselors Inc sold 21,172 Westar Energy Inc shares in Q2 2018, an estimated $1.11M.
  • Financial Counselors Inc first reported a position in Westar Energy Inc in Q2 2013 and held it in 19 quarters.
  • Financial Counselors Inc's Westar Energy Inc position peaked at $2M in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Financial Counselors Inc's 13F filing for Q2 2018, filed 3 Aug 2018.