CAL
GXP

Capital Analysts LLC’s Great Plains Energy Incorporated GXP Stock Holding History

Capital Analysts LLC’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
-92,231
Closed -$2.93M – 607
2018
Q1 		$2.93M Buy
92,231
+3,102
+3% +$94.5K 0.36% 66
2017
Q4 		$2.87M Sell
89,129
-1,019
-1% -$33.5K 0.36% 71
2017
Q3 		$2.73M Sell
90,148
-1,318
-1% -$40.4K 0.37% 71
2017
Q2 		$2.68M Sell
91,466
-189
-0.2% -$5.5K 0.38% 72
2017
Q1 		$2.68M Sell
91,655
-4,127
-4% -$116K 0.42% 58
2016
Q4 		$2.62M Buy
+95,782
New +$2.62M 0.46% 57

Other funds holding GXP

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Capital Analysts LLC's GXP Position: Q2 2018 in Review

Capital Analysts LLC sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 92,231 shares — an estimated $2.93M sold.

Capital Analysts LLC first reported a position in GXP in Q4 2016 and held it in 6 quarters. The position peaked at $2.93M in Q1 2018. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

  • Capital Analysts LLC reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
  • Capital Analysts LLC sold 92,231 Great Plains Energy Incorporated shares in Q2 2018, an estimated $2.93M.
  • Capital Analysts LLC first reported a position in Great Plains Energy Incorporated in Q4 2016 and held it in 6 quarters.
  • Capital Analysts LLC's Great Plains Energy Incorporated position peaked at $2.93M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Capital Analysts LLC's 13F filing for Q2 2018, filed 3 Aug 2018.