DBT
GXP

Dubuque Bank & Trust’s Great Plains Energy Incorporated GXP Stock Holding History

Dubuque Bank & Trust’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
2016
Q1 		– Sell
-203
Closed -$6K – 736
2015
Q4 		$6K Buy
+203
New +$5.5K ﹤0.01% 608
2014
Q4 		– Sell
-650
Closed -$16K – 608
2014
Q3 		$16K Buy
+650
New +$16.5K ﹤0.01% 421

Other funds holding GXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dubuque Bank & Trust's GXP Position: Q1 2016 in Review

Dubuque Bank & Trust sold out of Great Plains Energy Incorporated (GXP) in Q1 2016, closing a stake of 203 shares — an estimated $6K sold.

Dubuque Bank & Trust first reported a position in GXP in Q3 2014 and held it in 2 quarters. The position peaked at $16K in Q3 2014. 297 funds tracked by Wall St. Rank hold GXP as of Q1 2016.

  • Dubuque Bank & Trust reported no remaining Great Plains Energy Incorporated position as of Q1 2016 after selling out during the quarter.
  • Dubuque Bank & Trust sold 203 Great Plains Energy Incorporated shares in Q1 2016, an estimated $6K.
  • Dubuque Bank & Trust first reported a position in Great Plains Energy Incorporated in Q3 2014 and held it in 2 quarters.
  • Dubuque Bank & Trust's Great Plains Energy Incorporated position peaked at $16K in Q3 2014.
  • 297 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q1 2016.

Based on Dubuque Bank & Trust's 13F filing for Q1 2016, filed 5 May 2016.