RJA
WR

Raymond James & Associates’s Westar Energy Inc WR Stock Holding History

Raymond James & Associates’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
-16,477
Closed -$867K – 3742
2018
Q1 		$867K Buy
16,477
+172
+1% +$8.69K ﹤0.01% 2235
2017
Q4 		$861K Buy
16,305
+2,100
+15% +$113K ﹤0.01% 2213
2017
Q3 		$705K Buy
14,205
+565
+4% +$28.7K ﹤0.01% 2286
2017
Q2 		$723K Sell
13,640
-236
-2% -$12.5K ﹤0.01% 2220
2017
Q1 		$753K Buy
13,876
+2,399
+21% +$131K ﹤0.01% 2141
2016
Q4 		$647K Buy
11,477
+4,725
+70% +$269K ﹤0.01% 2178
2016
Q3 		$383K Buy
6,752
+1,904
+39% +$105K ﹤0.01% 2460
2016
Q2 		$272K Sell
4,848
-65,303
-93% -$3.46M ﹤0.01% 2471
2016
Q1 		$3.48M Sell
70,151
-48,852
-41% -$2.18M 0.01% 1000
2015
Q4 		$5.05M Sell
119,003
-18,860
-14% -$771K 0.02% 805
2015
Q3 		$5.3M Buy
137,863
+18,156
+15% +$670K 0.02% 722
2015
Q2 		$4.1M Buy
119,707
+48,049
+67% +$1.76M 0.02% 909
2015
Q1 		$2.78M Buy
71,658
+13,183
+23% +$530K 0.01% 1042
2014
Q4 		$2.41M Buy
58,475
+7,791
+15% +$297K 0.01% 1052
2014
Q3 		$1.73M Buy
50,684
+4,073
+9% +$147K 0.01% 1172
2014
Q2 		$1.78M Buy
46,611
+6,755
+17% +$242K 0.01% 1156
2014
Q1 		$1.4M Sell
39,856
-3,414
-8% -$115K 0.01% 1226
2013
Q4 		$1.39M Sell
43,270
-19,309
-31% -$609K 0.01% 1140
2013
Q3 		$1.92M Sell
62,579
-2,192
-3% -$70.1K 0.02% 907
2013
Q2 		$2.07M Buy
+64,771
New +$2.13M 0.02% 789

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

Raymond James & Associates's WR Position: Q2 2018 in Review

Raymond James & Associates sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 16,477 shares — an estimated $867K sold.

Raymond James & Associates first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $5.3M in Q3 2015. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Raymond James & Associates reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Raymond James & Associates sold 16,477 Westar Energy Inc shares in Q2 2018, an estimated $867K.
  • Raymond James & Associates first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • Raymond James & Associates's Westar Energy Inc position peaked at $5.3M in Q3 2015.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Raymond James & Associates's 13F filing for Q2 2018, filed 14 Aug 2018.