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 – 135
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 $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

Wealth Alliance Advisory Group's WR Position: Q2 2018 in Review

Wealth Alliance Advisory Group sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 12,929 shares — an estimated $680K sold.

Wealth Alliance Advisory Group first reported a position in WR in Q4 2017 and held it in 2 quarters. The position peaked at $680K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Wealth Alliance Advisory Group reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 12,929 Westar Energy Inc shares in Q2 2018, an estimated $680K.
  • Wealth Alliance Advisory Group first reported a position in Westar Energy Inc in Q4 2017 and held it in 2 quarters.
  • Wealth Alliance Advisory Group's Westar Energy Inc position peaked at $680K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2018, filed 20 Jul 2018.