Ladenburg Thalmann Financial Services’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-16,580
| Closed | -$870K | – | 5614 |
|
|
2018
Q2 | $870K | Hold |
16,580
| – | – | 0.01% | 1150 |
|
|
2018
Q1 | $870K | Sell |
16,580
-10,083
| -38% | -$509K | 0.01% | 1150 |
|
|
2017
Q4 | $1.41M | Sell |
26,663
-2,217
| -8% | -$120K | 0.01% | 864 |
|
|
2017
Q3 | $1.44M | Buy |
28,880
+4,399
| +18% | +$224K | 0.02% | 792 |
|
|
2017
Q2 | $1.3M | Sell |
24,481
-47
| -0.2% | -$2.49K | 0.02% | 800 |
|
|
2017
Q1 | $1.33M | Buy |
24,528
+917
| +4% | +$49.9K | 0.02% | 743 |
|
|
2016
Q4 | $1.33M | Buy |
23,611
+258
| +1% | +$14.7K | 0.02% | 705 |
|
|
2016
Q3 | $1.32M | Sell |
23,353
-1,072
| -4% | -$59.3K | 0.02% | 655 |
|
|
2016
Q2 | $1.37M | Sell |
24,425
-33
| -0.1% | -$1.75K | 0.02% | 617 |
|
|
2016
Q1 | $1.22M | Sell |
24,458
-64
| -0.3% | -$2.85K | 0.02% | 610 |
|
|
2015
Q4 | $1.04M | Buy |
24,522
+266
| +1% | +$10.9K | 0.02% | 670 |
|
|
2015
Q3 | $931K | Buy |
24,256
+255
| +1% | +$9.42K | 0.02% | 675 |
|
|
2015
Q2 | $822K | Sell |
24,001
-245
| -1% | -$8.96K | 0.02% | 812 |
|
|
2015
Q1 | $940K | Buy |
24,246
+8,141
| +51% | +$327K | 0.02% | 718 |
|
|
2014
Q4 | $664K | Buy |
16,105
+7,785
| +94% | +$297K | 0.01% | 792 |
|
|
2014
Q3 | $284K | Sell |
8,320
-427
| -5% | -$15.5K | 0.01% | 1041 |
|
|
2014
Q2 | $334K | Sell |
8,747
-22
| -0.3% | -$788 | 0.01% | 949 |
|
|
2014
Q1 | $308K | Sell |
8,769
-336
| -4% | -$11.3K | 0.01% | 920 |
|
|
2013
Q4 | $293K | Buy |
9,105
+454
| +5% | +$14.3K | 0.01% | 896 |
|
|
2013
Q3 | $265K | Buy |
8,651
+2,336
| +37% | +$74.7K | 0.01% | 892 |
|
|
2013
Q2 | $202K | Buy |
+6,315
| New | +$207K | 0.01% | 969 |
|
Ladenburg Thalmann Financial Services's WR Position: Q3 2018 in Review
Ladenburg Thalmann Financial Services sold out of Westar Energy Inc (WR) in Q3 2018, closing a stake of 16,580 shares — an estimated $870K sold.
Ladenburg Thalmann Financial Services first reported a position in WR in Q2 2013 and held it in 21 quarters. The position peaked at $1.44M in Q3 2017. 0 funds tracked by Wall St. Rank hold WR as of Q3 2018.
- Ladenburg Thalmann Financial Services reported no remaining Westar Energy Inc position as of Q3 2018 after selling out during the quarter.
- Ladenburg Thalmann Financial Services sold 16,580 Westar Energy Inc shares in Q3 2018, an estimated $870K.
- Ladenburg Thalmann Financial Services first reported a position in Westar Energy Inc in Q2 2013 and held it in 21 quarters.
- Ladenburg Thalmann Financial Services's Westar Energy Inc position peaked at $1.44M in Q3 2017.
- 0 funds tracked by Wall St. Rank held Westar Energy Inc as of Q3 2018.
Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.