JA
WR

JOYN Advisors’s Westar Energy Inc WR Stock Holding History

JOYN 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
-31
Closed -$2K – 1951
2018
Q1 		$2K Buy
+31
New +$1.57K ﹤0.01% 1139

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

JOYN Advisors's WR Position: Q2 2018 in Review

JOYN Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 31 shares — an estimated $2K sold.

JOYN Advisors first reported a position in WR in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • JOYN Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • JOYN Advisors sold 31 Westar Energy Inc shares in Q2 2018, an estimated $2K.
  • JOYN Advisors first reported a position in Westar Energy Inc in Q1 2018 and held it in 1 quarter.
  • JOYN Advisors's Westar Energy Inc position peaked at $2K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on JOYN Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.