SBL
WR

Sargent Bickham Lagudis’s Westar Energy Inc WR Stock Holding History

Sargent Bickham Lagudis’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
-1,100
Closed -$58K – 831
2018
Q1 		$58K Sell
1,100
-200
-15% -$10.1K 0.01% 339
2017
Q4 		$69K Sell
1,300
-100
-7% -$5.39K 0.01% 323
2017
Q3 		$69K Buy
+1,400
New +$71.2K 0.01% 320

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

Sargent Bickham Lagudis's WR Position: Q2 2018 in Review

Sargent Bickham Lagudis sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 1,100 shares — an estimated $58K sold.

Sargent Bickham Lagudis first reported a position in WR in Q3 2017 and held it in 3 quarters. The position peaked at $69K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Sargent Bickham Lagudis reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 1,100 Westar Energy Inc shares in Q2 2018, an estimated $58K.
  • Sargent Bickham Lagudis first reported a position in Westar Energy Inc in Q3 2017 and held it in 3 quarters.
  • Sargent Bickham Lagudis's Westar Energy Inc position peaked at $69K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2018, filed 13 Sep 2021.