RJFSA
WR

Raymond James Financial Services Advisors’s Westar Energy Inc WR Stock Holding History

Raymond James Financial Services 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
-18,301
Closed -$962K – 2918
2018
Q1 		$962K Sell
18,301
-339
-2% -$17.1K 0.01% 1332
2017
Q4 		$984K Sell
18,640
-214
-1% -$11.5K 0.01% 1316
2017
Q3 		$935K Buy
18,854
+1,021
+6% +$51.9K 0.01% 1356
2017
Q2 		$945K Buy
17,833
+2,923
+20% +$155K 0.01% 1317
2017
Q1 		$809K Buy
14,910
+3,519
+31% +$192K 0.01% 1297
2016
Q4 		$642K Sell
11,391
-2,612
-19% -$148K 0.01% 1388
2016
Q3 		$795K Buy
14,003
+1,249
+10% +$69.1K 0.01% 1226
2016
Q2 		$715K Buy
+12,754
New +$675K 0.01% 1225
2016
Q1 		– Sell
-13,137
Closed -$557K – 2218
2015
Q4 		$557K Buy
13,137
+1,115
+9% +$45.6K 0.01% 1161
2015
Q3 		$462K Buy
+12,022
New +$444K 0.01% 1087

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 25.16% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Raymond James Financial Services Advisors's WR Position: Q2 2018 in Review

Raymond James Financial Services Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 18,301 shares — an estimated $962K sold.

Raymond James Financial Services Advisors first reported a position in WR in Q3 2015 and held it in 10 quarters. The position peaked at $984K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Raymond James Financial Services Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 18,301 Westar Energy Inc shares in Q2 2018, an estimated $962K.
  • Raymond James Financial Services Advisors first reported a position in Westar Energy Inc in Q3 2015 and held it in 10 quarters.
  • Raymond James Financial Services Advisors's Westar Energy Inc position peaked at $984K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2018, filed 30 Jul 2018.