IRF
GXP

IBM Retirement Fund’s Great Plains Energy Incorporated GXP Stock Holding History

IBM Retirement Fund’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
-14,717
Closed -$403K – 863
2016
Q4 		$403K Hold
14,717
– – 0.02% 664
2016
Q3 		$402K Sell
14,717
-912
-6% -$26.1K 0.02% 722
2016
Q2 		$475K Buy
15,629
+141
+0.9% +$4.33K 0.02% 681
2016
Q1 		$499K Sell
15,488
-19,866
-56% -$577K 0.02% 653
2015
Q4 		$966K Buy
35,354
+2,386
+7% +$64.6K 0.02% 753
2015
Q3 		$891K Sell
32,968
-2,847
-8% -$72.8K 0.02% 689
2015
Q2 		$865K Sell
35,815
-701
-2% -$18.1K 0.02% 816
2015
Q1 		$974K Sell
36,516
-67
-0.2% -$1.85K 0.02% 766
2014
Q4 		$1.04M Buy
36,583
+3,501
+11% +$92.4K 0.02% 724
2014
Q3 		$800K Sell
33,082
-4,353
-12% -$110K 0.02% 782
2014
Q2 		$1.01M Sell
37,435
-499
-1% -$13K 0.02% 770
2014
Q1 		$1.04M Sell
37,934
-22,136
-37% -$561K 0.02% 744
2013
Q4 		$1.46M Sell
60,070
-1,714
-3% -$40.5K 0.02% 775
2013
Q3 		$1.37M Sell
61,784
-9,277
-13% -$214K 0.02% 790
2013
Q2 		$1.6M Buy
+71,061
New +$1.65M 0.02% 765

Other funds holding GXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IBM Retirement Fund's GXP Position: Q1 2017 in Review

IBM Retirement Fund sold out of Great Plains Energy Incorporated (GXP) in Q1 2017, closing a stake of 14,717 shares — an estimated $403K sold.

IBM Retirement Fund first reported a position in GXP in Q2 2013 and held it in 15 quarters. The position peaked at $1.6M in Q2 2013. 378 funds tracked by Wall St. Rank hold GXP as of Q1 2017.

  • IBM Retirement Fund reported no remaining Great Plains Energy Incorporated position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 14,717 Great Plains Energy Incorporated shares in Q1 2017, an estimated $403K.
  • IBM Retirement Fund first reported a position in Great Plains Energy Incorporated in Q2 2013 and held it in 15 quarters.
  • IBM Retirement Fund's Great Plains Energy Incorporated position peaked at $1.6M in Q2 2013.
  • 378 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.