FI
GXP

FormulaFolio Investments’s Great Plains Energy Incorporated GXP Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-25,623
Closed -$701K – 238
2016
Q4 		$701K Buy
+25,623
New +$700K 0.09% 68

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FormulaFolio Investments's GXP Position: Q1 2017 in Review

FormulaFolio Investments sold out of Great Plains Energy Incorporated (GXP) in Q1 2017, closing a stake of 25,623 shares — an estimated $701K sold.

FormulaFolio Investments first reported a position in GXP in Q4 2016 and held it in 1 quarter. The position peaked at $701K in Q4 2016. 378 funds tracked by Wall St. Rank hold GXP as of Q1 2017.

  • FormulaFolio Investments reported no remaining Great Plains Energy Incorporated position as of Q1 2017 after selling out during the quarter.
  • FormulaFolio Investments sold 25,623 Great Plains Energy Incorporated shares in Q1 2017, an estimated $701K.
  • FormulaFolio Investments first reported a position in Great Plains Energy Incorporated in Q4 2016 and held it in 1 quarter.
  • FormulaFolio Investments's Great Plains Energy Incorporated position peaked at $701K in Q4 2016.
  • 378 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q1 2017.

Based on FormulaFolio Investments's 13F filing for Q1 2017, filed 5 May 2017.