Jones Financial Companies
WR

Jones Financial Companies’s Westar Energy Inc WR Stock Holding History

Jones Financial Companies’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
-17,756
Closed -$934K – 218
2018
Q1 		$934K Buy
17,756
+754
+4% +$38.1K ﹤0.01% 150
2017
Q4 		$897K Sell
17,002
-895
-5% -$48.3K ﹤0.01% 152
2017
Q3 		$887K Sell
17,897
-1,391
-7% -$70.7K ﹤0.01% 152
2017
Q2 		$1.02M Sell
19,288
-1,617
-8% -$85.6K ﹤0.01% 147
2017
Q1 		$1.13M Buy
20,905
+3,336
+19% +$182K ﹤0.01% 141
2016
Q4 		$990K Sell
17,569
-903
-5% -$51.3K ﹤0.01% 147
2016
Q3 		$1.05M Sell
18,472
-1,168
-6% -$64.6K ﹤0.01% 145
2016
Q2 		$1.1M Sell
19,640
-955
-5% -$50.5K ﹤0.01% 150
2016
Q1 		$1.02M Sell
20,595
-3,505
-15% -$156K 0.01% 148
2015
Q4 		$1.02M Sell
24,100
-409
-2% -$16.7K 0.01% 152
2015
Q3 		$943K Sell
24,509
-576
-2% -$21.3K 0.01% 156
2015
Q2 		$858K Sell
25,085
-598
-2% -$21.9K 0.01% 158
2015
Q1 		$995K Sell
25,683
-9,088
-26% -$365K 0.01% 153
2014
Q4 		$1.43M Buy
34,771
+6,269
+22% +$239K 0.01% 144
2014
Q3 		$973K Sell
28,502
-367
-1% -$13.3K 0.01% 157
2014
Q2 		$1.1M Sell
28,869
-1,780
-6% -$63.8K 0.01% 151
2014
Q1 		$1.08M Sell
30,649
-471
-2% -$15.8K 0.01% 149
2013
Q4 		$1M Buy
31,120
+1,208
+4% +$38.1K 0.01% 158
2013
Q3 		$917K Sell
29,912
-1,955
-6% -$62.5K 0.01% 154
2013
Q2 		$1.02M Buy
+31,867
New +$1.05M 0.01% 142

Other funds holding WR

N
Natixis Paris, France $28B 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 $530M AUM 29.29% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Jones Financial Companies's WR Position: Q2 2018 in Review

Jones Financial Companies sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 17,756 shares — an estimated $934K sold.

Jones Financial Companies first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $1.43M in Q4 2014. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Jones Financial Companies reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Jones Financial Companies sold 17,756 Westar Energy Inc shares in Q2 2018, an estimated $934K.
  • Jones Financial Companies first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Jones Financial Companies's Westar Energy Inc position peaked at $1.43M in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Jones Financial Companies's 13F filing for Q2 2018, filed 8 Aug 2018.