AIS
GXP

American Investment Services’s Great Plains Energy Incorporated GXP Stock Holding History

American Investment Services’s Portfolio GXP Stock Details GXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-34,735
Closed -$1.1M – 119
2018
Q1 		$1.1M Hold
34,735
– – 0.39% 41
2017
Q4 		$1.12M Hold
34,735
– – 0.41% 44
2017
Q3 		$1.05M Hold
34,735
– – 0.4% 46
2017
Q2 		$1.02M Buy
34,735
+914
+3% +$26.6K 0.4% 47
2017
Q1 		$988K Hold
33,821
– – 0.4% 49
2016
Q4 		$925K Hold
33,821
– – 0.39% 51
2016
Q3 		$923K Hold
33,821
– – 0.38% 50
2016
Q2 		$1.03M Sell
33,821
-564
-2% -$17.3K 0.44% 46
2016
Q1 		$1.11M Hold
34,385
– – 0.54% 33
2015
Q4 		$939K Buy
+34,385
New +$932K 0.51% 38
2014
Q2 		– Sell
-11,260
Closed -$304K – 81
2014
Q1 		$304K Sell
11,260
-2,346
-17% -$59.4K 0.17% 61
2013
Q4 		$330K Hold
13,606
– – 0.2% 57
2013
Q3 		$302K Sell
13,606
-10,929
-45% -$252K 0.19% 59
2013
Q2 		$553K Buy
+24,535
New +$570K 0.35% 43

Other funds holding GXP

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

American Investment Services's GXP Position: Q2 2018 in Review

American Investment Services sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 34,735 shares — an estimated $1.1M sold.

American Investment Services first reported a position in GXP in Q2 2013 and held it in 14 quarters. The position peaked at $1.12M in Q4 2017. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

  • American Investment Services reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
  • American Investment Services sold 34,735 Great Plains Energy Incorporated shares in Q2 2018, an estimated $1.1M.
  • American Investment Services first reported a position in Great Plains Energy Incorporated in Q2 2013 and held it in 14 quarters.
  • American Investment Services's Great Plains Energy Incorporated position peaked at $1.12M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on American Investment Services's 13F filing for Q2 2018, filed 3 Aug 2018.