GRP
WR

Global Retirement Partners’s Westar Energy Inc WR Stock Holding History

Global Retirement Partners’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
-243
Closed -$13K – 1617
2018
Q1 		$13K Hold
243
– – ﹤0.01% 894
2017
Q4 		$13K Sell
243
-9
-4% -$485 ﹤0.01% 836
2017
Q3 		$12K Buy
252
+101
+67% +$5.13K 0.01% 786
2017
Q2 		$8K Hold
151
– – ﹤0.01% 850
2017
Q1 		$8K Buy
+151
New +$8.22K ﹤0.01% 820

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

Global Retirement Partners's WR Position: Q2 2018 in Review

Global Retirement Partners sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 243 shares — an estimated $13K sold.

Global Retirement Partners first reported a position in WR in Q1 2017 and held it in 5 quarters. The position peaked at $13K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Global Retirement Partners reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Global Retirement Partners sold 243 Westar Energy Inc shares in Q2 2018, an estimated $13K.
  • Global Retirement Partners first reported a position in Westar Energy Inc in Q1 2017 and held it in 5 quarters.
  • Global Retirement Partners's Westar Energy Inc position peaked at $13K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Global Retirement Partners's 13F filing for Q2 2018, filed 13 Aug 2018.