WA
WR

WealthTrust Axiom’s Westar Energy Inc WR Stock Holding History

WealthTrust Axiom’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
-16,850
Closed -$886K – 238
2018
Q1 		$886K Sell
16,850
-500
-3% -$25.3K 0.32% 75
2017
Q4 		$916K Sell
17,350
-500
-3% -$27K 0.34% 72
2017
Q3 		$885K Hold
17,850
– – 0.34% 74
2017
Q2 		$946K Sell
17,850
-600
-3% -$31.8K 0.36% 74
2017
Q1 		$1M Sell
18,450
-500
-3% -$27.2K 0.37% 73
2016
Q4 		$1.07M Sell
18,950
-500
-3% -$28.4K 0.39% 69
2016
Q3 		$1.1M Sell
19,450
-200
-1% -$11.1K 0.41% 70
2016
Q2 		$1.1M Sell
19,650
-2,400
-11% -$127K 0.42% 62
2016
Q1 		$1.09M Buy
22,050
+1,500
+7% +$66.9K 0.43% 66
2015
Q4 		$871K Sell
20,550
-1,900
-8% -$77.7K 0.35% 74
2015
Q3 		$862K Hold
22,450
– – 0.36% 72
2015
Q2 		$768K Sell
22,450
-500
-2% -$18.3K 0.28% 80
2015
Q1 		$889K Hold
22,950
– – 0.32% 73
2014
Q4 		$946K Sell
22,950
-600
-3% -$22.9K 0.34% 72
2014
Q3 		$803K Sell
23,550
-700
-3% -$25.3K 0.28% 81
2014
Q2 		$926K Sell
24,250
-800
-3% -$28.7K 0.31% 70
2014
Q1 		$880K Sell
25,050
-500
-2% -$16.8K 0.32% 69
2013
Q4 		$821K Hold
25,550
– – 0.32% 71
2013
Q3 		$783K Hold
25,550
– – 0.32% 71
2013
Q2 		$816K Buy
+25,550
New +$839K 0.35% 65

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

WealthTrust Axiom's WR Position: Q2 2018 in Review

WealthTrust Axiom sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 16,850 shares — an estimated $886K sold.

WealthTrust Axiom first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $1.1M in Q3 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • WealthTrust Axiom reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • WealthTrust Axiom sold 16,850 Westar Energy Inc shares in Q2 2018, an estimated $886K.
  • WealthTrust Axiom first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • WealthTrust Axiom's Westar Energy Inc position peaked at $1.1M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on WealthTrust Axiom's 13F filing for Q2 2018, filed 30 Jul 2018.