GWS
WR

Glassman Wealth Services’s Westar Energy Inc WR Stock Holding History

Glassman Wealth Services’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
-114
Closed -$6K – 1060
2018
Q1 		$6K Hold
114
– – ﹤0.01% 416
2017
Q4 		$6K Hold
114
– – ﹤0.01% 386
2017
Q3 		$6K Hold
114
– – ﹤0.01% 347
2017
Q2 		$6K Hold
114
– – ﹤0.01% 350
2017
Q1 		$6K Hold
114
– – ﹤0.01% 396
2016
Q4 		$6K Hold
114
– – ﹤0.01% 423
2016
Q3 		$6K Hold
114
– – 0.01% 357
2016
Q2 		$6K Hold
114
– – 0.01% 375
2016
Q1 		$6K Hold
114
– – 0.01% 363
2015
Q4 		$5K Hold
114
– – ﹤0.01% 378
2015
Q3 		$4K Hold
114
– – ﹤0.01% 378
2015
Q2 		$4K Hold
114
– – ﹤0.01% 391
2015
Q1 		$4K Hold
114
– – ﹤0.01% 396
2014
Q4 		$5K Buy
+114
New +$4.35K ﹤0.01% 429

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

Glassman Wealth Services's WR Position: Q2 2018 in Review

Glassman Wealth Services sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 114 shares — an estimated $6K sold.

Glassman Wealth Services first reported a position in WR in Q4 2014 and held it in 14 quarters. The position peaked at $6K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Glassman Wealth Services reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 114 Westar Energy Inc shares in Q2 2018, an estimated $6K.
  • Glassman Wealth Services first reported a position in Westar Energy Inc in Q4 2014 and held it in 14 quarters.
  • Glassman Wealth Services's Westar Energy Inc position peaked at $6K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Glassman Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.