WAAG
WR

Wealth Alliance Advisory Group’s Westar Energy Inc WR Stock Holding History

Wealth Alliance Advisory 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
-12,929
Closed -$680K – 136
2018
Q1 		$680K Buy
12,929
+5,700
+79% +$288K 0.4% 48
2017
Q4 		$382K Buy
+7,229
New +$390K 0.34% 62

Other funds holding WR

N
Natixis Paris, France $25B 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 $484M AUM 26.33% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return