RPGK
WR

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 – 60
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

N
Natixis Paris, France $25B 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