OIA
WR

OneDigital Investment Advisors’s Westar Energy Inc WR Stock Holding History

OneDigital Investment Advisors’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
-1,405
Closed -$74K – 1410
2018
Q1 		$74K Buy
+1,405
New +$71K 0.02% 421
2017
Q4 		– Sell
-89
Closed -$4K – 1312
2017
Q3 		$4K Buy
89
+1
+1% +$51 ﹤0.01% 936
2017
Q2 		$5K Buy
+88
New +$4.66K ﹤0.01% 1070

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 27.61% 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

OneDigital Investment Advisors's WR Position: Q2 2018 in Review

OneDigital Investment Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,405 shares — an estimated $74K sold.

OneDigital Investment Advisors first reported a position in WR in Q2 2017 and held it in 3 quarters. The position peaked at $74K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • OneDigital Investment Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,405 Westar Energy Inc shares in Q2 2018, an estimated $74K.
  • OneDigital Investment Advisors first reported a position in Westar Energy Inc in Q2 2017 and held it in 3 quarters.
  • OneDigital Investment Advisors's Westar Energy Inc position peaked at $74K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on OneDigital Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.