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

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

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.