JP Morgan Private Wealth Advisors
WR icon

JP Morgan Private Wealth Advisors’s Westar Energy Inc WR Stock Holding History

JP Morgan Private Wealth 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
-27,415
Closed -$1.44M – 1564
2018
Q1 		$1.44M Buy
27,415
+568
+2% +$28.7K 0.01% 560
2017
Q4 		$1.42M Sell
26,847
-2,300
-8% -$124K 0.01% 571
2017
Q3 		$1.45M Sell
29,147
-3,642
-11% -$185K 0.01% 535
2017
Q2 		$1.74M Sell
32,789
-177
-0.5% -$9.37K 0.01% 489
2017
Q1 		$1.79M Sell
32,966
-2,565
-7% -$140K 0.01% 484
2016
Q4 		$2M Sell
35,531
-1,623
-4% -$92.3K 0.02% 439
2016
Q3 		$2.11M Sell
37,154
-7,814
-17% -$432K 0.02% 425
2016
Q2 		$2.52M Sell
44,968
-3,144
-7% -$166K 0.02% 397
2016
Q1 		$2.39M Buy
48,112
+1,802
+4% +$80.4K 0.02% 368
2015
Q4 		$1.96M Sell
46,310
-3,020
-6% -$123K 0.02% 374
2015
Q3 		$1.9M Sell
49,330
-3,994
-7% -$147K 0.02% 341
2015
Q2 		$1.82M Sell
53,324
-39,199
-42% -$1.43M 0.02% 387
2015
Q1 		$3.59M Sell
92,523
-5,790
-6% -$233K 0.04% 289
2014
Q4 		$4.05M Buy
98,313
+1,160
+1% +$44.3K 0.05% 268
2014
Q3 		$3.31M Sell
97,153
-80,411
-45% -$2.91M 0.04% 295
2014
Q2 		$6.78M Buy
177,564
+4,980
+3% +$178K 0.11% 178
2014
Q1 		$6.07M Buy
172,584
+65,829
+62% +$2.21M 0.11% 181
2013
Q4 		$3.43M Buy
106,755
+13,389
+14% +$423K 0.07% 212
2013
Q3 		$2.86M Buy
93,366
+6,457
+7% +$206K 0.06% 217
2013
Q2 		$2.78M Buy
+86,909
New +$2.85M 0.07% 213

Other funds holding WR

Natixis
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ladenburg Thalmann Financial Services
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

JP Morgan Private Wealth Advisors's WR Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 27,415 shares — an estimated $1.44M sold.

JP Morgan Private Wealth Advisors first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $6.78M in Q2 2014. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 27,415 Westar Energy Inc shares in Q2 2018, an estimated $1.44M.
  • JP Morgan Private Wealth Advisors first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • JP Morgan Private Wealth Advisors's Westar Energy Inc position peaked at $6.78M in Q2 2014.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.