FWM
WR

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

Frontier 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
-46,779
Closed -$2.46M – 436
2018
Q1 		$2.46M Sell
46,779
-94
-0.2% -$4.75K 0.34% 70
2017
Q4 		$2.48M Sell
46,873
-810
-2% -$43.7K 0.4% 59
2017
Q3 		$2.37M Sell
47,683
-1,722
-3% -$87.5K 0.34% 77
2017
Q2 		$2.62M Sell
49,405
-2,680
-5% -$142K 0.4% 66
2017
Q1 		$2.83M Buy
52,085
+2,864
+6% +$156K 0.43% 62
2016
Q4 		$2.77M Sell
49,221
-1,523
-3% -$86.6K 0.45% 66
2016
Q3 		$2.88M Sell
50,744
-1,662
-3% -$91.9K 0.44% 59
2016
Q2 		$2.94M Buy
52,406
+12,841
+32% +$680K 0.47% 56
2016
Q1 		$1.96M Sell
39,565
-647
-2% -$28.9K 0.16% 85
2015
Q4 		$1.71M Sell
40,212
-799
-2% -$32.7K 0.27% 95
2015
Q3 		$1.58M Buy
41,011
+5,568
+16% +$206K 0.25% 101
2015
Q2 		$1.21M Buy
35,443
+21,446
+153% +$784K 0.19% 112
2015
Q1 		$543K Sell
13,997
-10,498
-43% -$422K 0.09% 158
2014
Q4 		$1.01M Buy
+24,495
New +$935K 0.19% 88

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

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

Frontier Wealth Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 46,779 shares — an estimated $2.46M sold.

Frontier Wealth Management first reported a position in WR in Q4 2014 and held it in 14 quarters. The position peaked at $2.94M in Q2 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Frontier Wealth Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 46,779 Westar Energy Inc shares in Q2 2018, an estimated $2.46M.
  • Frontier Wealth Management first reported a position in Westar Energy Inc in Q4 2014 and held it in 14 quarters.
  • Frontier Wealth Management's Westar Energy Inc position peaked at $2.94M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Frontier Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.