Steward Partners Investment Advisory’s Westar Energy Inc WR Stock Holding History

Steward Partners Investment Advisory’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	-3,354	Closed	-$176K	–	2653
2018 Q1	$176K	Buy	3,354 +726	+28%	+$36.7K	0.01%	638
2017 Q4	$138K	Buy	2,628 +1,084	+70%	+$58.5K	0.01%	587
2017 Q3	$76K	Sell	1,544 -10	-0.6%	-$508	0.01%	597
2017 Q2	$82K	Sell	1,554 -14	-0.9%	-$741	0.01%	530
2017 Q1	$85K	Buy	1,568 +408	+35%	+$22.2K	0.01%	459
2016 Q4	$65K	Buy	+1,160	New	+$65.9K	0.03%	289

Other funds holding WR

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

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

Steward Partners Investment Advisory's WR Position: Q2 2018 in Review

Steward Partners Investment Advisory sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 3,354 shares — an estimated $176K sold.

Steward Partners Investment Advisory first reported a position in WR in Q4 2016 and held it in 6 quarters. The position peaked at $176K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

Steward Partners Investment Advisory reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,354 Westar Energy Inc shares in Q2 2018, an estimated $176K.
Steward Partners Investment Advisory first reported a position in Westar Energy Inc in Q4 2016 and held it in 6 quarters.
Steward Partners Investment Advisory's Westar Energy Inc position peaked at $176K in Q1 2018.
4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2018, filed 20 Jul 2018.