PA
WR

Parallel Advisors’s Westar Energy Inc WR Stock Holding History

Parallel 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
-1,858
Closed -$98K – 2306
2018
Q1 		$98K Buy
1,858
+1,300
+233% +$65.7K 0.02% 510
2017
Q4 		$29K Buy
558
+156
+39% +$8.41K ﹤0.01% 886
2017
Q3 		$22K Buy
402
+125
+45% +$6.36K ﹤0.01% 974
2017
Q2 		$14K Buy
277
+14
+5% +$741 ﹤0.01% 1183
2017
Q1 		$14K Sell
263
-71
-21% -$3.87K ﹤0.01% 1097
2016
Q4 		$19K Buy
+334
New +$19K ﹤0.01% 884

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

Parallel Advisors's WR Position: Q2 2018 in Review

Parallel Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,858 shares — an estimated $98K sold.

Parallel Advisors first reported a position in WR in Q4 2016 and held it in 6 quarters. The position peaked at $98K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Parallel Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Parallel Advisors sold 1,858 Westar Energy Inc shares in Q2 2018, an estimated $98K.
  • Parallel Advisors first reported a position in Westar Energy Inc in Q4 2016 and held it in 6 quarters.
  • Parallel Advisors's Westar Energy Inc position peaked at $98K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Parallel Advisors's 13F filing for Q2 2018, filed 30 Jul 2018.