GW & Wade’s Great Plains Energy Incorporated GXP Stock Holding History

GW & Wade’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	-13,000	Closed	-$413K	–	248
2018 Q1	$413K	Hold	13,000	–	–	0.05%	157
2017 Q4	$419K	Hold	13,000	–	–	0.05%	148
2017 Q3	$394K	Hold	13,000	–	–	0.05%	165
2017 Q2	$381K	Hold	13,000	–	–	0.05%	166
2017 Q1	$380K	Hold	13,000	–	–	0.05%	165
2016 Q4	$356K	Hold	13,000	–	–	0.06%	159
2016 Q3	$355K	Hold	13,000	–	–	0.06%	152
2016 Q2	$395K	Sell	13,000 -640	-5%	-$19.6K	0.07%	160
2016 Q1	$440K	Buy	13,640 +640	+5%	+$18.6K	0.09%	130
2015 Q4	$355K	Hold	13,000	–	–	0.07%	144
2015 Q3	$351K	Hold	13,000	–	–	0.08%	139
2015 Q2	$314K	Hold	13,000	–	–	0.06%	184
2015 Q1	$347K	Buy	+13,000	New	+$360K	0.07%	174

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

GW & Wade's GXP Position: Q2 2018 in Review

GW & Wade sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 13,000 shares — an estimated $413K sold.

GW & Wade first reported a position in GXP in Q1 2015 and held it in 13 quarters. The position peaked at $440K in Q1 2016. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

GW & Wade reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
GW & Wade sold 13,000 Great Plains Energy Incorporated shares in Q2 2018, an estimated $413K.
GW & Wade first reported a position in Great Plains Energy Incorporated in Q1 2015 and held it in 13 quarters.
GW & Wade's Great Plains Energy Incorporated position peaked at $440K in Q1 2016.
2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on GW & Wade's 13F filing for Q2 2018, filed 13 Aug 2018.