CC
GXP

Carlson Capital’s Great Plains Energy Incorporated GXP Stock Holding History

Carlson Capital’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
-2,398,735
Closed -$76.3M – 328
2018
Q1 		$76.3M Buy
2,398,735
+765,324
+47% +$23.3M 1.15% 17
2017
Q4 		$52.7M Buy
1,633,411
+869,148
+114% +$28.6M 0.9% 20
2017
Q3 		$23.2M Sell
764,263
-3,537
-0.5% -$108K 0.4% 75
2017
Q2 		$22.5M Buy
+767,800
New +$22.3M 0.32% 96

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 $887M AUM 21.42% 1-Year Est. Return

Carlson Capital's GXP Position: Q2 2018 in Review

Carlson Capital sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 2,398,735 shares — an estimated $76.3M sold.

Carlson Capital first reported a position in GXP in Q2 2017 and held it in 4 quarters. The position peaked at $76.3M in Q1 2018. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

  • Carlson Capital reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
  • Carlson Capital sold 2,398,735 Great Plains Energy Incorporated shares in Q2 2018, an estimated $76.3M.
  • Carlson Capital first reported a position in Great Plains Energy Incorporated in Q2 2017 and held it in 4 quarters.
  • Carlson Capital's Great Plains Energy Incorporated position peaked at $76.3M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Carlson Capital's 13F filing for Q2 2018, filed 14 Aug 2018.