TL
WR

TrueWealth LLC’s Westar Energy Inc WR Stock Holding History

TrueWealth LLC’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
-112
Closed -$6K – 894
2018
Q1 		$6K Sell
112
-20
-15% -$1.01K ﹤0.01% 563
2017
Q4 		$7K Buy
+132
New +$7.12K ﹤0.01% 596

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

TrueWealth LLC's WR Position: Q2 2018 in Review

TrueWealth LLC sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 112 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in WR in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • TrueWealth LLC reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • TrueWealth LLC sold 112 Westar Energy Inc shares in Q2 2018, an estimated $6K.
  • TrueWealth LLC first reported a position in Westar Energy Inc in Q4 2017 and held it in 2 quarters.
  • TrueWealth LLC's Westar Energy Inc position peaked at $7K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.