WWM
WR

Willingdon Wealth Management’s Westar Energy Inc WR Stock Holding History

Willingdon Wealth Management’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
-53,015
Closed -$2.79M – 372
2018
Q1 		$2.79M Buy
+53,015
New +$2.68M 0.88% 41

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 $530M AUM 29.29% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

Willingdon Wealth Management's WR Position: Q2 2018 in Review

Willingdon Wealth Management sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 53,015 shares — an estimated $2.79M sold.

Willingdon Wealth Management first reported a position in WR in Q1 2018 and held it in 1 quarter. The position peaked at $2.79M in Q1 2018. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • Willingdon Wealth Management reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 53,015 Westar Energy Inc shares in Q2 2018, an estimated $2.79M.
  • Willingdon Wealth Management first reported a position in Westar Energy Inc in Q1 2018 and held it in 1 quarter.
  • Willingdon Wealth Management's Westar Energy Inc position peaked at $2.79M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on Willingdon Wealth Management's 13F filing for Q2 2018, filed 3 Aug 2018.