HighTower Advisors’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,035
| Closed | -$423K | – | 2445 |
|
|
2018
Q1 | $423K | Sell |
8,035
-5,382
| -40% | -$272K | ﹤0.01% | 1506 |
|
|
2017
Q4 | $708K | Buy |
13,417
+3
| +0% | +$162 | 0.01% | 1285 |
|
|
2017
Q3 | $665K | Buy |
13,414
+365
| +3% | +$18.6K | 0.01% | 1305 |
|
|
2017
Q2 | $692K | Buy |
13,049
+6,434
| +97% | +$341K | 0.01% | 1219 |
|
|
2017
Q1 | $359K | Buy |
6,615
+3
| +0% | +$163 | ﹤0.01% | 1467 |
|
|
2016
Q4 | $372K | Buy |
6,612
+222
| +3% | +$12.6K | ﹤0.01% | 1375 |
|
|
2016
Q3 | $362K | Sell |
6,390
-869
| -12% | -$48.1K | ﹤0.01% | 1383 |
|
|
2016
Q2 | $408K | Sell |
7,259
-974
| -12% | -$51.6K | 0.01% | 1206 |
|
|
2016
Q1 | $407K | Sell |
8,233
-511
| -6% | -$22.8K | ﹤0.01% | 1473 |
|
|
2015
Q4 | $372K | Buy |
8,744
+330
| +4% | +$13.5K | ﹤0.01% | 1471 |
|
|
2015
Q3 | $324K | Sell |
8,414
-345
| -4% | -$12.7K | ﹤0.01% | 1419 |
|
|
2015
Q2 | $300K | Sell |
8,759
-51,618
| -85% | -$1.89M | ﹤0.01% | 1196 |
|
|
2015
Q1 | $2.34M | Buy |
60,377
+5,286
| +10% | +$213K | 0.03% | 537 |
|
|
2014
Q4 | $2.27M | Buy |
55,091
+10,447
| +23% | +$399K | 0.03% | 542 |
|
|
2014
Q3 | $1.52M | Sell |
44,644
-1,796
| -4% | -$65K | 0.03% | 632 |
|
|
2014
Q2 | $1.77M | Buy |
46,440
+26,003
| +127% | +$932K | 0.03% | 595 |
|
|
2014
Q1 | $719K | Buy |
20,437
+1,648
| +9% | +$55.5K | 0.01% | 856 |
|
|
2013
Q4 | $604K | Buy |
18,789
+7,333
| +64% | +$231K | 0.01% | 895 |
|
|
2013
Q3 | $351K | Buy |
11,456
+382
| +3% | +$12.2K | 0.01% | 970 |
|
|
2013
Q2 | $354K | Buy |
+11,074
| New | +$364K | 0.01% | 929 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW