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Wealthcare Advisory Partners’s Westar Energy Inc WR Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-1,028
Closed – – 1340
2017
Q4 		$0 Hold
1,028
– – ﹤0.01% 1250
2017
Q3 		$51K Buy
+1,028
New +$52.3K 0.02% 300

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Renaissance Technologies
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Fidelity Investments
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AQR Arbitrage
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Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthcare Advisory Partners's WR Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of Westar Energy Inc (WR) in Q1 2018, closing a stake of 1,028 shares.

Wealthcare Advisory Partners first reported a position in WR in Q3 2017 and held it in 2 quarters. The position peaked at $51K in Q3 2017. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining Westar Energy Inc position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,028 Westar Energy Inc shares in Q1 2018.
  • Wealthcare Advisory Partners first reported a position in Westar Energy Inc in Q3 2017 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Westar Energy Inc position peaked at $51K in Q3 2017.
  • 371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.