Assured Investment Management’s Great Plains Energy Incorporated GXP Stock Holding History

Assured Investment Management’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
2017 Q3	–	Sell	-23,275	Closed	-$681K	–	741
2017 Q2	$681K	Buy	+23,275	New	+$677K	0.01%	448
2017 Q1	–	Sell	-39,150	Closed	-$1.07M	–	778
2016 Q4	$1.07M	Sell	39,150 -11,374	-23%	-$311K	0.02%	300
2016 Q3	$1.38M	Sell	50,524 -26,215	-34%	-$750K	0.03%	250
2016 Q2	$2.33M	Buy	76,739 +71,309	+1,313%	+$2.19M	0.05%	123
2016 Q1	$175K	Buy	5,430 +3,198	+143%	+$93K	﹤0.01%	497
2015 Q4	$61K	Buy	+2,232	New	+$60.5K	﹤0.01%	573

Other funds holding GXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Assured Investment Management's GXP Position: Q3 2017 in Review

Assured Investment Management sold out of Great Plains Energy Incorporated (GXP) in Q3 2017, closing a stake of 23,275 shares — an estimated $681K sold.

Assured Investment Management first reported a position in GXP in Q4 2015 and held it in 6 quarters. The position peaked at $2.33M in Q2 2016. 353 funds tracked by Wall St. Rank hold GXP as of Q3 2017.

Assured Investment Management reported no remaining Great Plains Energy Incorporated position as of Q3 2017 after selling out during the quarter.
Assured Investment Management sold 23,275 Great Plains Energy Incorporated shares in Q3 2017, an estimated $681K.
Assured Investment Management first reported a position in Great Plains Energy Incorporated in Q4 2015 and held it in 6 quarters.
Assured Investment Management's Great Plains Energy Incorporated position peaked at $2.33M in Q2 2016.
353 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q3 2017.

Based on Assured Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.