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

Omnia 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
2017 Q2	–	Sell	-86	Closed	-$5K	–	766
2017 Q1	$5K	Buy	+86	New	+$4.68K	﹤0.01%	417

Other funds holding WR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Omnia Family Wealth's WR Position: Q2 2017 in Review

Omnia Family Wealth sold out of Westar Energy Inc (WR) in Q2 2017, closing a stake of 86 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in WR in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 345 funds tracked by Wall St. Rank hold WR as of Q2 2017.

Omnia Family Wealth reported no remaining Westar Energy Inc position as of Q2 2017 after selling out during the quarter.
Omnia Family Wealth sold 86 Westar Energy Inc shares in Q2 2017, an estimated $5K.
Omnia Family Wealth first reported a position in Westar Energy Inc in Q1 2017 and held it in 1 quarter.
Omnia Family Wealth's Westar Energy Inc position peaked at $5K in Q1 2017.
345 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.