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

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

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.