BCM
GXP

BTR Capital Management’s Great Plains Energy Incorporated GXP Stock Holding History

BTR Capital 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
Q2 		– Sell
-8,400
Closed -$245K – 157
2017
Q1 		$245K Sell
8,400
-4,600
-35% -$129K 0.05% 139
2016
Q4 		$355K Hold
13,000
– – 0.08% 126
2016
Q3 		$355K Buy
+13,000
New +$372K 0.08% 126

Other funds holding GXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BTR Capital Management's GXP Position: Q2 2017 in Review

BTR Capital Management sold out of Great Plains Energy Incorporated (GXP) in Q2 2017, closing a stake of 8,400 shares — an estimated $245K sold.

BTR Capital Management first reported a position in GXP in Q3 2016 and held it in 3 quarters. The position peaked at $355K in Q4 2016. 363 funds tracked by Wall St. Rank hold GXP as of Q2 2017.

  • BTR Capital Management reported no remaining Great Plains Energy Incorporated position as of Q2 2017 after selling out during the quarter.
  • BTR Capital Management sold 8,400 Great Plains Energy Incorporated shares in Q2 2017, an estimated $245K.
  • BTR Capital Management first reported a position in Great Plains Energy Incorporated in Q3 2016 and held it in 3 quarters.
  • BTR Capital Management's Great Plains Energy Incorporated position peaked at $355K in Q4 2016.
  • 363 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2017.

Based on BTR Capital Management's 13F filing for Q2 2017, filed 14 Jul 2017.