BRWA
GXP

B. Riley Wealth Advisors’s Great Plains Energy Incorporated GXP Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-3,007
Closed -$85K – 2401
2014
Q4 		$85K Buy
+3,007
New +$79.4K ﹤0.01% 1819
2014
Q3 		– Sell
-3,153
Closed -$84.7K – 2232
2014
Q2 		$84.7K Hold
3,153
– – 0.02% 795
2014
Q1 		$85K Hold
3,153
– – 0.03% 650
2013
Q4 		$76K Sell
3,153
-440
-12% -$10.4K 0.02% 605
2013
Q3 		$80K Hold
3,593
– – 0.03% 590
2013
Q2 		$81K Buy
+3,593
New +$83.5K 0.03% 602

Other funds holding GXP

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

B. Riley Wealth Advisors's GXP Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Great Plains Energy Incorporated (GXP) in Q1 2015, closing a stake of 3,007 shares — an estimated $85K sold.

B. Riley Wealth Advisors first reported a position in GXP in Q2 2013 and held it in 6 quarters. The position peaked at $85K in Q4 2014. 280 funds tracked by Wall St. Rank hold GXP as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Great Plains Energy Incorporated position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,007 Great Plains Energy Incorporated shares in Q1 2015, an estimated $85K.
  • B. Riley Wealth Advisors first reported a position in Great Plains Energy Incorporated in Q2 2013 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Great Plains Energy Incorporated position peaked at $85K in Q4 2014.
  • 280 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.