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 $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

JNBA Financial Advisors's WR Position: Q2 2018 in Review

JNBA Financial Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 73 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in WR in Q3 2013 and held it in 9 quarters. The position peaked at $36K in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • JNBA Financial Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 73 Westar Energy Inc shares in Q2 2018, an estimated $4K.
  • JNBA Financial Advisors first reported a position in Westar Energy Inc in Q3 2013 and held it in 9 quarters.
  • JNBA Financial Advisors's Westar Energy Inc position peaked at $36K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on JNBA Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.