EWM
GXP

Evercore Wealth Management’s Great Plains Energy Incorporated GXP Stock Holding History

Evercore Wealth 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
2015
Q3 		– Sell
-364
Closed -$9K – 1089
2015
Q2 		$9K Buy
+364
New +$9.41K ﹤0.01% 939
2015
Q1 		– Sell
-1,350
Closed -$38K – 1059
2014
Q4 		$38K Hold
1,350
– – ﹤0.01% 582
2014
Q3 		$33K Hold
1,350
– – ﹤0.01% 672
2014
Q2 		$36K Sell
1,350
-950
-41% -$24.8K ﹤0.01% 658
2014
Q1 		$63K Buy
+2,300
New +$58.3K ﹤0.01% 563

Other funds holding GXP

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Evercore Wealth Management's GXP Position: Q3 2015 in Review

Evercore Wealth Management sold out of Great Plains Energy Incorporated (GXP) in Q3 2015, closing a stake of 364 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in GXP in Q1 2014 and held it in 5 quarters. The position peaked at $63K in Q1 2014. 273 funds tracked by Wall St. Rank hold GXP as of Q3 2015.

  • Evercore Wealth Management reported no remaining Great Plains Energy Incorporated position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 364 Great Plains Energy Incorporated shares in Q3 2015, an estimated $9K.
  • Evercore Wealth Management first reported a position in Great Plains Energy Incorporated in Q1 2014 and held it in 5 quarters.
  • Evercore Wealth Management's Great Plains Energy Incorporated position peaked at $63K in Q1 2014.
  • 273 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.