MFW
WR

Mosaic Family Wealth’s Westar Energy Inc WR Stock Holding History

Mosaic Family Wealth’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
-797
Closed -$42K – 713
2018
Q1 		$42K Sell
797
-78
-9% -$3.94K 0.02% 334
2017
Q4 		$46K Hold
875
– – 0.02% 340
2017
Q3 		$43K Hold
875
– – 0.02% 360
2017
Q2 		$46K Hold
875
– – 0.02% 339
2017
Q1 		$47K Hold
875
– – 0.02% 335
2016
Q4 		$49K Sell
875
-200
-19% -$11.4K 0.02% 327
2016
Q3 		$61K Sell
1,075
-445
-29% -$24.6K 0.03% 304
2016
Q2 		$86K Hold
1,520
– – 0.04% 272
2016
Q1 		$75K Hold
1,520
– – 0.04% 286
2015
Q4 		$64K Buy
+1,520
New +$62.1K 0.03% 274

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 $484M AUM 26.33% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Mosaic Family Wealth's WR Position: Q2 2018 in Review

Mosaic Family Wealth sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 797 shares — an estimated $42K sold.

Mosaic Family Wealth first reported a position in WR in Q4 2015 and held it in 10 quarters. The position peaked at $86K in Q2 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Mosaic Family Wealth reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 797 Westar Energy Inc shares in Q2 2018, an estimated $42K.
  • Mosaic Family Wealth first reported a position in Westar Energy Inc in Q4 2015 and held it in 10 quarters.
  • Mosaic Family Wealth's Westar Energy Inc position peaked at $86K in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Mosaic Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.