WAM
WR

Wealthspire Advisors (Maryland)’s Westar Energy Inc WR Stock Holding History

Wealthspire Advisors (Maryland)’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
-97
Closed -$5K – 2715
2018
Q1 		$5K Sell
97
-3
-3% -$152 ﹤0.01% 1873
2017
Q4 		$5K Buy
100
+30
+43% +$1.62K ﹤0.01% 1875
2017
Q3 		$3K Buy
70
+4
+6% +$203 ﹤0.01% 1951
2017
Q2 		$3K Sell
66
-25
-27% -$1.32K ﹤0.01% 1954
2017
Q1 		$5K Buy
91
+45
+98% +$2.45K ﹤0.01% 1546
2016
Q4 		$3K Sell
46
-5
-10% -$284 ﹤0.01% 1528
2016
Q3 		$3K Buy
51
+5
+11% +$277 ﹤0.01% 1525
2016
Q2 		$3K Hold
46
– – ﹤0.01% 1480
2016
Q1 		$2K Buy
+46
New +$2.05K ﹤0.01% 1611

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 $484M AUM 26.33% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WR Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 97 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in WR in Q1 2016 and held it in 9 quarters. The position peaked at $5K in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 97 Westar Energy Inc shares in Q2 2018, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Westar Energy Inc in Q1 2016 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Westar Energy Inc position peaked at $5K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.