IWM
WR

IHT Wealth Management’s Westar Energy Inc WR Stock Holding History

IHT Wealth Management’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
-5,321
Closed -$276K – 1675
2018
Q1 		$276K Buy
5,321
+219
+4% +$11.1K 0.07% 294
2017
Q4 		$264K Buy
5,102
+5,072
+16,907% +$274K 0.07% 307
2017
Q3 		$2K Hold
30
– – ﹤0.01% 1271
2017
Q2 		$1K Hold
30
– – ﹤0.01% 1403
2017
Q1 		$2K Hold
30
– – ﹤0.01% 1131
2016
Q4 		$2K Buy
+30
New +$1.71K ﹤0.01% 1082

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

IHT Wealth Management's WR Position: Q2 2018 in Review

IHT Wealth Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 5,321 shares — an estimated $276K sold.

IHT Wealth Management first reported a position in WR in Q4 2016 and held it in 6 quarters. The position peaked at $276K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • IHT Wealth Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 5,321 Westar Energy Inc shares in Q2 2018, an estimated $276K.
  • IHT Wealth Management first reported a position in Westar Energy Inc in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Westar Energy Inc position peaked at $276K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.