Holistic Financial Partners’s Great Plains Energy Incorporated GXP Stock Holding History

Holistic Financial Partners’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	-3,912	Closed	-$124K	–	427
2018 Q1	$124K	Sell	3,912 -62	-2%	-$1.89K	0.1%	95
2017 Q4	$128K	Buy	+3,974	New	+$131K	0.11%	96

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

Holistic Financial Partners's GXP Position: Q2 2018 in Review

Holistic Financial Partners sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 3,912 shares — an estimated $124K sold.

Holistic Financial Partners first reported a position in GXP in Q4 2017 and held it in 2 quarters. The position peaked at $128K in Q4 2017. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

Holistic Financial Partners reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 3,912 Great Plains Energy Incorporated shares in Q2 2018, an estimated $124K.
Holistic Financial Partners first reported a position in Great Plains Energy Incorporated in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's Great Plains Energy Incorporated position peaked at $128K in Q4 2017.
2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.