Glassman Wealth Services’s Great Plains Energy Incorporated GXP Stock Holding History

Glassman Wealth Services’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
2018 Q2	–	Sell	-151	Closed	-$5K	–	1046
2018 Q1	$5K	Buy	151 +7	+5%	+$213	﹤0.01%	439
2017 Q4	$5K	Hold	144	–	–	﹤0.01%	415
2017 Q3	$4K	Hold	144	–	–	﹤0.01%	383
2017 Q2	$4K	Hold	144	–	–	﹤0.01%	385
2017 Q1	$4K	Sell	144 -13	-8%	-$365	﹤0.01%	424
2016 Q4	$4K	Buy	+157	New	+$4.29K	﹤0.01%	466

Other funds holding GXP

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Glassman Wealth Services's GXP Position: Q2 2018 in Review

Glassman Wealth Services sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 151 shares — an estimated $5K sold.

Glassman Wealth Services first reported a position in GXP in Q4 2016 and held it in 6 quarters. The position peaked at $5K in Q1 2018. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

Glassman Wealth Services reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
Glassman Wealth Services sold 151 Great Plains Energy Incorporated shares in Q2 2018, an estimated $5K.
Glassman Wealth Services first reported a position in Great Plains Energy Incorporated in Q4 2016 and held it in 6 quarters.
Glassman Wealth Services's Great Plains Energy Incorporated position peaked at $5K in Q1 2018.
2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Glassman Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.