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Retirement Planning Group (Kansas)’s Westar Energy Inc WR Stock Holding History

Retirement Planning Group (Kansas)’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
-4,622
Closed -$243K – 59
2018
Q1 		$243K Buy
4,622
+27
+0.6% +$1.36K 0.07% 49
2017
Q4 		$243K Buy
4,595
+28
+0.6% +$1.51K 0.07% 47
2017
Q3 		$227K Buy
4,567
+27
+0.6% +$1.37K 0.06% 45
2017
Q2 		$241K Buy
4,540
+26
+0.6% +$1.38K 0.07% 47
2017
Q1 		$245K Buy
4,514
+23
+0.5% +$1.25K 0.07% 48
2016
Q4 		$253K Buy
4,491
+24
+0.5% +$1.36K 0.08% 43
2016
Q3 		$254K Buy
4,467
+23
+0.5% +$1.27K 0.08% 46
2016
Q2 		$249K Buy
4,444
+26
+0.6% +$1.38K 0.08% 48
2016
Q1 		$219K Buy
+4,418
New +$197K 0.08% 51

Other funds holding WR

Natixis
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ladenburg Thalmann Financial Services
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

Retirement Planning Group (Kansas)'s WR Position: Q2 2018 in Review

Retirement Planning Group (Kansas) sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 4,622 shares — an estimated $243K sold.

Retirement Planning Group (Kansas) first reported a position in WR in Q1 2016 and held it in 9 quarters. The position peaked at $254K in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Retirement Planning Group (Kansas) reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 4,622 Westar Energy Inc shares in Q2 2018, an estimated $243K.
  • Retirement Planning Group (Kansas) first reported a position in Westar Energy Inc in Q1 2016 and held it in 9 quarters.
  • Retirement Planning Group (Kansas)'s Westar Energy Inc position peaked at $254K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2018, filed 7 Aug 2018.