Castleton Investment Management’s Great Plains Energy Incorporated GXP Stock Holding History

Castleton Investment Management’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
2017 Q3	–	Sell	-365,538	Closed	-$10.7M	–	78
2017 Q2	$10.7M	Buy	365,538 +37,236	+11%	+$1.08M	3.73%	9
2017 Q1	$9.59M	Buy	328,302 +49,200	+18%	+$1.38M	3.48%	10
2016 Q4	$7.63M	Buy	279,102 +96,517	+53%	+$2.64M	3.02%	8
2016 Q3	$4.98M	Sell	182,585 -10,628	-6%	-$304K	2.28%	13
2016 Q2	$5.87M	Buy	193,213 +5,811	+3%	+$178K	2.78%	12
2016 Q1	$6.04M	Buy	187,402 +70,926	+61%	+$2.06M	2.85%	13
2015 Q4	$3.18M	Buy	+116,476	New	+$3.16M	2%	18

Other funds holding GXP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Castleton Investment Management's GXP Position: Q3 2017 in Review

Castleton Investment Management sold out of Great Plains Energy Incorporated (GXP) in Q3 2017, closing a stake of 365,538 shares — an estimated $10.7M sold.

Castleton Investment Management first reported a position in GXP in Q4 2015 and held it in 7 quarters. The position peaked at $10.7M in Q2 2017. 353 funds tracked by Wall St. Rank hold GXP as of Q3 2017.

Castleton Investment Management reported no remaining Great Plains Energy Incorporated position as of Q3 2017 after selling out during the quarter.
Castleton Investment Management sold 365,538 Great Plains Energy Incorporated shares in Q3 2017, an estimated $10.7M.
Castleton Investment Management first reported a position in Great Plains Energy Incorporated in Q4 2015 and held it in 7 quarters.
Castleton Investment Management's Great Plains Energy Incorporated position peaked at $10.7M in Q2 2017.
353 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q3 2017.

Based on Castleton Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.