CFA
GXP

Carroll Financial Associates’s Great Plains Energy Incorporated GXP Stock Holding History

Carroll Financial Associates’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
-34
Closed -$1K – 1366
2018
Q1 		$1K Hold
34
– – ﹤0.01% 1242
2017
Q4 		$1K Hold
34
– – ﹤0.01% 1218
2017
Q3 		$1K Hold
34
– – ﹤0.01% 1179
2017
Q2 		$0 Hold
34
– – ﹤0.01% 1278
2017
Q1 		$0 Hold
34
– – ﹤0.01% 1270
2016
Q4 		$0 Hold
34
– – ﹤0.01% 1254
2016
Q3 		$0 Hold
34
– – ﹤0.01% 1259
2016
Q2 		$1K Hold
34
– – ﹤0.01% 1114
2016
Q1 		$1K Hold
34
– – ﹤0.01% 1102
2015
Q4 		$0 Hold
34
– – ﹤0.01% 1192
2015
Q3 		$0 Hold
34
– – ﹤0.01% 1207
2015
Q2 		$1K Buy
+34
New +$879 ﹤0.01% 1047
2014
Q4 		– Sell
-34
Closed – – 942
2014
Q3 		$0 Hold
34
– – ﹤0.01% 991
2014
Q2 		$1K Hold
34
– – ﹤0.01% 887
2014
Q1 		$1K Hold
34
– – ﹤0.01% 837
2013
Q4 		$0 Hold
34
– – ﹤0.01% 927
2013
Q3 		$0 Hold
34
– – ﹤0.01% 880
2013
Q2 		$0 Buy
+34
New +$790 ﹤0.01% 727

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

Carroll Financial Associates's GXP Position: Q2 2018 in Review

Carroll Financial Associates sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 34 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in GXP in Q2 2013 and held it in 18 quarters. The position peaked at $1K in Q1 2018. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

  • Carroll Financial Associates reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
  • Carroll Financial Associates sold 34 Great Plains Energy Incorporated shares in Q2 2018, an estimated $1K.
  • Carroll Financial Associates first reported a position in Great Plains Energy Incorporated in Q2 2013 and held it in 18 quarters.
  • Carroll Financial Associates's Great Plains Energy Incorporated position peaked at $1K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Carroll Financial Associates's 13F filing for Q2 2018, filed 19 Jul 2018.