IA
WR

IFP Advisors’s Westar Energy Inc WR Stock Holding History

IFP 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
-4,485
Closed -$237K – 4285
2018
Q1 		$237K Hold
4,485
– – 0.01% 914
2017
Q4 		$237K Sell
4,485
-5,624
-56% -$303K 0.01% 917
2017
Q3 		$501K Sell
10,109
-768
-7% -$39K 0.02% 695
2017
Q2 		$577K Buy
10,877
+1,441
+15% +$76.3K 0.02% 628
2017
Q1 		$512K Sell
9,436
-1,628
-15% -$88.6K 0.02% 672
2016
Q4 		$623K Buy
11,064
+2,856
+35% +$162K 0.03% 541
2016
Q3 		$466K Sell
8,208
-29,008
-78% -$1.6M 0.02% 589
2016
Q2 		$2.09M Buy
+37,216
New +$1.97M 0.12% 198
2016
Q1 		– Sell
-10,087
Closed -$428K – 4472
2015
Q4 		$428K Buy
+10,087
New +$412K 0.03% 538

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

IFP Advisors's WR Position: Q2 2018 in Review

IFP Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 4,485 shares — an estimated $237K sold.

IFP Advisors first reported a position in WR in Q4 2015 and held it in 9 quarters. The position peaked at $2.09M in Q2 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • IFP Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 4,485 Westar Energy Inc shares in Q2 2018, an estimated $237K.
  • IFP Advisors first reported a position in Westar Energy Inc in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's Westar Energy Inc position peaked at $2.09M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.