FWM
WR

Focused Wealth Management’s Westar Energy Inc WR Stock Holding History

Focused Wealth Management’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
-120
Closed -$6K – 781
2018
Q1 		$6K Hold
120
– – ﹤0.01% 552
2017
Q4 		$6K Buy
120
+1
+0.8% +$54 ﹤0.01% 537
2017
Q3 		$6K Buy
119
+1
+0.8% +$51 ﹤0.01% 507
2017
Q2 		$6K Hold
118
– – ﹤0.01% 551
2017
Q1 		$6K Hold
118
– – ﹤0.01% 536
2016
Q4 		$7K Buy
118
+1
+0.9% +$57 ﹤0.01% 523
2016
Q3 		$7K Buy
117
+1
+0.9% +$55 ﹤0.01% 502
2016
Q2 		$7K Buy
116
+1
+0.9% +$53 ﹤0.01% 490
2016
Q1 		$6K Buy
115
+1
+0.9% +$45 ﹤0.01% 474
2015
Q4 		$5K Buy
114
+1
+0.9% +$41 ﹤0.01% 524
2015
Q3 		$4K Buy
113
+1
+0.9% +$37 ﹤0.01% 533
2015
Q2 		$4K Buy
112
+1
+0.9% +$37 ﹤0.01% 547
2015
Q1 		$4K Buy
111
+1
+0.9% +$40 ﹤0.01% 568
2014
Q4 		$5K Buy
110
+1
+0.9% +$38 ﹤0.01% 528
2014
Q3 		$4K Buy
109
+1
+0.9% +$36 ﹤0.01% 555
2014
Q2 		$4K Buy
108
+1
+0.9% +$36 ﹤0.01% 555
2014
Q1 		$4K Buy
107
+1
+0.9% +$34 ﹤0.01% 525
2013
Q4 		$3K Buy
106
+2
+2% +$63 ﹤0.01% 546
2013
Q3 		$3K Buy
+104
New +$3.32K ﹤0.01% 512

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

Focused Wealth Management's WR Position: Q2 2018 in Review

Focused Wealth Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 120 shares — an estimated $6K sold.

Focused Wealth Management first reported a position in WR in Q3 2013 and held it in 19 quarters. The position peaked at $7K in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Focused Wealth Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Focused Wealth Management sold 120 Westar Energy Inc shares in Q2 2018, an estimated $6K.
  • Focused Wealth Management first reported a position in Westar Energy Inc in Q3 2013 and held it in 19 quarters.
  • Focused Wealth Management's Westar Energy Inc position peaked at $7K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Focused Wealth Management's 13F filing for Q2 2018, filed 15 Aug 2018.