JFA
WR

JNBA Financial Advisors’s Westar Energy Inc WR Stock Holding History

JNBA Financial 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
-73
Closed -$4K – 558
2018
Q1 		$4K Hold
73
– – ﹤0.01% 438
2017
Q4 		$4K Hold
73
– – ﹤0.01% 427
2017
Q3 		$4K Hold
73
– – ﹤0.01% 417
2017
Q2 		$4K Hold
73
– – ﹤0.01% 402
2017
Q1 		$4K Hold
73
– – ﹤0.01% 412
2016
Q4 		$4K Sell
73
-563
-89% -$32K ﹤0.01% 430
2016
Q3 		$36K Buy
+636
New +$35.2K 0.01% 629
2014
Q1 		– Sell
-475
Closed -$15K – 504
2013
Q4 		$15K Hold
475
– – 0.01% 285
2013
Q3 		$15K Buy
+475
New +$15.2K 0.01% 274

Other funds holding WR

N
Natixis Paris, France $25B AUM 26.79% 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 $484M AUM 26.33% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return