UCFA
WR

United Capital Financial Advisors’s Westar Energy Inc WR Stock Holding History

United Capital Financial Advisors’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
-9,667
Closed -$508K – 1387
2018
Q1 		$508K Sell
9,667
-80
-0.8% -$4.04K ﹤0.01% 952
2017
Q4 		$515K Buy
9,747
+3,985
+69% +$215K ﹤0.01% 957
2017
Q3 		$286K Buy
5,762
+397
+7% +$20.2K ﹤0.01% 1127
2017
Q2 		$284K Sell
5,365
-738
-12% -$39.1K ﹤0.01% 1090
2017
Q1 		$331K Buy
6,103
+263
+5% +$14.3K ﹤0.01% 1018
2016
Q4 		$329K Buy
5,840
+235
+4% +$13.4K ﹤0.01% 1022
2016
Q3 		$318K Buy
+5,605
New +$310K ﹤0.01% 1059
2016
Q2 		– Sell
-18,989
Closed -$942K – 1327
2016
Q1 		$942K Sell
18,989
-405
-2% -$18.1K 0.01% 710
2015
Q4 		$823K Buy
19,394
+5,767
+42% +$236K 0.01% 741
2015
Q3 		$524K Buy
13,627
+2,027
+17% +$74.9K 0.01% 881
2015
Q2 		$397K Buy
11,600
+1,797
+18% +$65.7K ﹤0.01% 997
2015
Q1 		$369K Sell
9,803
-141
-1% -$5.67K ﹤0.01% 1013
2014
Q4 		$410K Buy
9,944
+425
+4% +$16.2K 0.01% 885
2014
Q3 		$325K Buy
+9,519
New +$345K 0.01% 915

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

United Capital Financial Advisors's WR Position: Q2 2018 in Review

United Capital Financial Advisors sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 9,667 shares — an estimated $508K sold.

United Capital Financial Advisors first reported a position in WR in Q3 2014 and held it in 14 quarters. The position peaked at $942K in Q1 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • United Capital Financial Advisors reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,667 Westar Energy Inc shares in Q2 2018, an estimated $508K.
  • United Capital Financial Advisors first reported a position in Westar Energy Inc in Q3 2014 and held it in 14 quarters.
  • United Capital Financial Advisors's Westar Energy Inc position peaked at $942K in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.