Carson Wealth (CWM LLC)
GXP

Carson Wealth (CWM LLC)’s Great Plains Energy Incorporated GXP Stock Holding History

Carson Wealth (CWM 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
Q1 		– Sell
-511
Closed -$16K – 1621
2017
Q4 		$16K Sell
511
-75
-13% -$2.47K ﹤0.01% 761
2017
Q3 		$18K Buy
+586
New +$17.9K ﹤0.01% 737
2016
Q4 		– Sell
-400
Closed -$11K – 1234
2016
Q3 		$11K Buy
+400
New +$11.4K ﹤0.01% 691

Other funds holding GXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GXP Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Great Plains Energy Incorporated (GXP) in Q1 2018, closing a stake of 511 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in GXP in Q3 2016 and held it in 3 quarters. The position peaked at $18K in Q3 2017. 375 funds tracked by Wall St. Rank hold GXP as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Great Plains Energy Incorporated position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 511 Great Plains Energy Incorporated shares in Q1 2018, an estimated $16K.
  • Carson Wealth (CWM LLC) first reported a position in Great Plains Energy Incorporated in Q3 2016 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Great Plains Energy Incorporated position peaked at $18K in Q3 2017.
  • 375 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.