MCWS
WR

McKinley Carter Wealth Services’s Westar Energy Inc WR Stock Holding History

McKinley Carter Wealth Services’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
-570
Closed -$30K – 439
2018
Q1 		$30K Buy
+570
New +$28.8K 0.01% 302

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

McKinley Carter Wealth Services's WR Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 570 shares — an estimated $30K sold.

McKinley Carter Wealth Services first reported a position in WR in Q1 2018 and held it in 1 quarter. The position peaked at $30K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 570 Westar Energy Inc shares in Q2 2018, an estimated $30K.
  • McKinley Carter Wealth Services first reported a position in Westar Energy Inc in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Westar Energy Inc position peaked at $30K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.