IMA Advisory Services’s Great Plains Energy Incorporated GXP Stock Holding History

IMA Advisory 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
2016 Q4	–	Sell	-5,500	Closed	-$150K	–	129
2016 Q3	$150K	Buy	+5,500	New	+$157K	0.09%	107
2015 Q4	–	Sell	-5,500	Closed	-$149K	–	134
2015 Q3	$149K	Hold	5,500	–	–	0.09%	117
2015 Q2	$133K	Buy	+5,500	New	+$142K	0.06%	164

Other funds holding GXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IMA Advisory Services's GXP Position: Q4 2016 in Review

IMA Advisory Services sold out of Great Plains Energy Incorporated (GXP) in Q4 2016, closing a stake of 5,500 shares — an estimated $150K sold.

IMA Advisory Services first reported a position in GXP in Q2 2015 and held it in 3 quarters. The position peaked at $150K in Q3 2016. 380 funds tracked by Wall St. Rank hold GXP as of Q4 2016.

IMA Advisory Services reported no remaining Great Plains Energy Incorporated position as of Q4 2016 after selling out during the quarter.
IMA Advisory Services sold 5,500 Great Plains Energy Incorporated shares in Q4 2016, an estimated $150K.
IMA Advisory Services first reported a position in Great Plains Energy Incorporated in Q2 2015 and held it in 3 quarters.
IMA Advisory Services's Great Plains Energy Incorporated position peaked at $150K in Q3 2016.
380 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q4 2016.

Based on IMA Advisory Services's 13F filing for Q4 2016, filed 30 Mar 2017.