Gradient Investments’s Westar Energy Inc WR Stock Holding History

Gradient Investments’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	-200	Closed	-$11K	–	1214
2018 Q1	$11K	Hold	200	–	–	﹤0.01%	622
2017 Q4	$11K	Buy	+200	New	+$10.8K	﹤0.01%	595
2017 Q3	–	Sell	-200	Closed	-$11K	–	860
2017 Q2	$11K	Hold	200	–	–	﹤0.01%	473
2017 Q1	$11K	Hold	200	–	–	﹤0.01%	498
2016 Q4	$11K	Hold	200	–	–	﹤0.01%	448
2016 Q3	$11K	Hold	200	–	–	﹤0.01%	447
2016 Q2	$11K	Hold	200	–	–	﹤0.01%	423
2016 Q1	$10K	Hold	200	–	–	﹤0.01%	447
2015 Q4	$8K	Hold	200	–	–	﹤0.01%	435
2015 Q3	$8K	Hold	200	–	–	﹤0.01%	413
2015 Q2	$7K	Hold	200	–	–	﹤0.01%	437
2015 Q1	$8K	Hold	200	–	–	﹤0.01%	446
2014 Q4	$8K	Hold	200	–	–	﹤0.01%	383
2014 Q3	$7K	Hold	200	–	–	﹤0.01%	368
2014 Q2	$8K	Hold	200	–	–	﹤0.01%	374
2014 Q1	$7K	Hold	200	–	–	﹤0.01%	380
2013 Q4	$6K	Hold	200	–	–	﹤0.01%	427
2013 Q3	$6K	Buy	+200	New	+$6.39K	﹤0.01%	329

Other funds holding WR

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

Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Gradient Investments's WR Position: Q2 2018 in Review

Gradient Investments sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 200 shares — an estimated $11K sold.

Gradient Investments first reported a position in WR in Q3 2013 and held it in 18 quarters. The position peaked at $11K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

Gradient Investments reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
Gradient Investments sold 200 Westar Energy Inc shares in Q2 2018, an estimated $11K.
Gradient Investments first reported a position in Westar Energy Inc in Q3 2013 and held it in 18 quarters.
Gradient Investments's Westar Energy Inc position peaked at $11K in Q1 2018.
4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Gradient Investments's 13F filing for Q2 2018, filed 9 Aug 2018.