NWM
WR

Northwest Wealth Management’s Westar Energy Inc WR Stock Holding History

Northwest Wealth Management’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
-1,424
Closed -$75K – 554
2018
Q1 		$75K Buy
+1,424
New +$71.9K 0.06% 180

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

Northwest Wealth Management's WR Position: Q2 2018 in Review

Northwest Wealth Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,424 shares — an estimated $75K sold.

Northwest Wealth Management first reported a position in WR in Q1 2018 and held it in 1 quarter. The position peaked at $75K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Northwest Wealth Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Northwest Wealth Management sold 1,424 Westar Energy Inc shares in Q2 2018, an estimated $75K.
  • Northwest Wealth Management first reported a position in Westar Energy Inc in Q1 2018 and held it in 1 quarter.
  • Northwest Wealth Management's Westar Energy Inc position peaked at $75K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Northwest Wealth Management's 13F filing for Q2 2018, filed 10 Jul 2018.