GWA
WR

Guidant Wealth Advisors’s Westar Energy Inc WR Stock Holding History

Guidant Wealth Advisors’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
-84
Closed -$4K – 309
2018
Q1 		$4K Hold
84
– – ﹤0.01% 179
2017
Q4 		$4K Hold
84
– – ﹤0.01% 178
2017
Q3 		$4K Hold
84
– – ﹤0.01% 181
2017
Q2 		$4K Hold
84
– – ﹤0.01% 227
2017
Q1 		$4K Hold
84
– – ﹤0.01% 204
2016
Q4 		$5K Hold
84
– – ﹤0.01% 186
2016
Q3 		$5K Buy
+84
New +$4.65K ﹤0.01% 189

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

Guidant Wealth Advisors's WR Position: Q2 2018 in Review

Guidant Wealth Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 84 shares — an estimated $4K sold.

Guidant Wealth Advisors first reported a position in WR in Q3 2016 and held it in 7 quarters. The position peaked at $5K in Q4 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Guidant Wealth Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 84 Westar Energy Inc shares in Q2 2018, an estimated $4K.
  • Guidant Wealth Advisors first reported a position in Westar Energy Inc in Q3 2016 and held it in 7 quarters.
  • Guidant Wealth Advisors's Westar Energy Inc position peaked at $5K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Guidant Wealth Advisors's 13F filing for Q2 2018, filed 11 Jul 2018.