IAA
WR

Independent Advisor Alliance’s Westar Energy Inc WR Stock Holding History

Independent Advisor Alliance’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
-4,258
Closed -$221K – 396
2018
Q1 		$221K Hold
4,258
– – 0.05% 304
2017
Q4 		$220K Hold
4,258
– – 0.05% 285
2017
Q3 		$217K Hold
4,258
– – 0.06% 244
2017
Q2 		$215K Sell
4,258
-299
-7% -$15.8K 0.07% 223
2017
Q1 		$249K Buy
4,557
+124
+3% +$6.75K 0.04% 342
2016
Q4 		$246K Buy
+4,433
New +$252K 0.11% 153

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

Independent Advisor Alliance's WR Position: Q2 2018 in Review

Independent Advisor Alliance sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 4,258 shares — an estimated $221K sold.

Independent Advisor Alliance first reported a position in WR in Q4 2016 and held it in 6 quarters. The position peaked at $249K in Q1 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Independent Advisor Alliance reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,258 Westar Energy Inc shares in Q2 2018, an estimated $221K.
  • Independent Advisor Alliance first reported a position in Westar Energy Inc in Q4 2016 and held it in 6 quarters.
  • Independent Advisor Alliance's Westar Energy Inc position peaked at $249K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Independent Advisor Alliance's 13F filing for Q2 2018, filed 8 Aug 2018.