Burt Wealth Advisors’s Great Plains Energy Incorporated GXP Stock Holding History

Burt 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
2018 Q2	–	Sell	-520	Closed	-$17K	–	402
2018 Q1	$17K	Hold	520	–	–	0.01%	264
2017 Q4	$17K	Hold	520	–	–	0.01%	253
2017 Q3	$16K	Hold	520	–	–	0.01%	246
2017 Q2	$15K	Hold	520	–	–	0.01%	275
2017 Q1	$15K	Hold	520	–	–	0.01%	240
2016 Q4	$14K	Hold	520	–	–	0.01%	261
2016 Q3	$14K	Hold	520	–	–	0.01%	244
2016 Q2	$15K	Hold	520	–	–	0.02%	241
2016 Q1	$17K	Hold	520	–	–	0.02%	270
2015 Q4	$14K	Hold	520	–	–	0.01%	245
2015 Q3	$14K	Hold	520	–	–	0.02%	217
2015 Q2	$12K	Hold	520	–	–	0.01%	255
2015 Q1	$14K	Hold	520	–	–	0.01%	216
2014 Q4	$15K	Buy	+520	New	+$13.7K	0.02%	208

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

Burt Wealth Advisors's GXP Position: Q2 2018 in Review

Burt Wealth Advisors sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 520 shares — an estimated $17K sold.

Burt Wealth Advisors first reported a position in GXP in Q4 2014 and held it in 14 quarters. The position peaked at $17K in Q1 2018. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

Burt Wealth Advisors reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
Burt Wealth Advisors sold 520 Great Plains Energy Incorporated shares in Q2 2018, an estimated $17K.
Burt Wealth Advisors first reported a position in Great Plains Energy Incorporated in Q4 2014 and held it in 14 quarters.
Burt Wealth Advisors's Great Plains Energy Incorporated position peaked at $17K in Q1 2018.
2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Burt Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.