SFSIG
WR

San Francisco Sentry Investment Group’s Westar Energy Inc WR Stock Holding History

San Francisco Sentry Investment Group’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
-1,800
Closed -$95K – 936
2018
Q1 		$95K Sell
1,800
-400
-18% -$20.2K 0.03% 378
2017
Q4 		$116K Buy
2,200
+250
+13% +$13.5K 0.03% 339
2017
Q3 		$97K Buy
+1,950
New +$99.1K 0.03% 345

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 $530M AUM 29.29% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

San Francisco Sentry Investment Group's WR Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,800 shares — an estimated $95K sold.

San Francisco Sentry Investment Group first reported a position in WR in Q3 2017 and held it in 3 quarters. The position peaked at $116K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • San Francisco Sentry Investment Group reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 1,800 Westar Energy Inc shares in Q2 2018, an estimated $95K.
  • San Francisco Sentry Investment Group first reported a position in Westar Energy Inc in Q3 2017 and held it in 3 quarters.
  • San Francisco Sentry Investment Group's Westar Energy Inc position peaked at $116K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.