OIA
WR

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

Optimum 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
-200
Closed -$11K – 1120
2018
Q1 		$11K Buy
+200
New +$10.1K ﹤0.01% 818

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

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

Optimum Investment Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 200 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in WR in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Optimum Investment Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 Westar Energy Inc shares in Q2 2018, an estimated $11K.
  • Optimum Investment Advisors first reported a position in Westar Energy Inc in Q1 2018 and held it in 1 quarter.
  • Optimum Investment Advisors's Westar Energy Inc position peaked at $11K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.