Financial Architects (New Jersey)’s Great Plains Energy Incorporated GXP Stock Holding History

Financial Architects (New Jersey)’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	-98	Closed	-$3K	–	1668
2017 Q2	$3K	Buy	+98	New	+$2.85K	﹤0.01%	1406
2016 Q4	–	Sell	-87	Closed	-$2K	–	1554
2016 Q3	$2K	Hold	87	–	–	﹤0.01%	1377
2016 Q2	$3K	Hold	87	–	–	﹤0.01%	1263
2016 Q1	$3K	Buy	+87	New	+$2.53K	﹤0.01%	1011
2015 Q2	–	Sell	-250	Closed	-$7K	–	1275
2015 Q1	$7K	Hold	250	–	–	﹤0.01%	819
2014 Q4	$7K	Hold	250	–	–	﹤0.01%	772
2014 Q3	$6K	Hold	250	–	–	﹤0.01%	727
2014 Q2	$7K	Buy	+250	New	+$6.53K	﹤0.01%	736
2013 Q3	–	Sell	-250	Closed	-$6K	–	795
2013 Q2	$6K	Buy	+250	New	+$5.81K	﹤0.01%	544

Other funds holding GXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WCM

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Financial Architects (New Jersey)'s GXP Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of Great Plains Energy Incorporated (GXP) in Q3 2017, closing a stake of 98 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in GXP in Q2 2013 and held it in 9 quarters. The position peaked at $7K in Q1 2015. 353 funds tracked by Wall St. Rank hold GXP as of Q3 2017.

Financial Architects (New Jersey) reported no remaining Great Plains Energy Incorporated position as of Q3 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 98 Great Plains Energy Incorporated shares in Q3 2017, an estimated $3K.
Financial Architects (New Jersey) first reported a position in Great Plains Energy Incorporated in Q2 2013 and held it in 9 quarters.
Financial Architects (New Jersey)'s Great Plains Energy Incorporated position peaked at $7K in Q1 2015.
353 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.