Independent Portfolio Consultants’s Great Plains Energy Incorporated GXP Stock Holding History

Independent Portfolio Consultants’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	-24	Closed	-$1K	–	937
2016 Q4	$1K	Buy	+24	New	+$656	﹤0.01%	806
2015 Q2	–	Sell	-1,545	Closed	-$41K	–	1081
2015 Q1	$41K	Sell	1,545 -15	-1%	-$415	0.01%	637
2014 Q4	$44K	Sell	1,560 -3,965	-72%	-$105K	0.01%	640
2014 Q3	$134K	Sell	5,525 -5,090	-48%	-$129K	0.04%	514
2014 Q2	$285K	Buy	10,615 +270	+3%	+$7.05K	0.08%	385
2014 Q1	$279K	Sell	10,345 -25	-0.2%	-$633	0.09%	379
2013 Q4	$251K	Buy	10,370 +170	+2%	+$4.01K	0.09%	393
2013 Q3	$226K	Sell	10,200 -125	-1%	-$2.88K	0.09%	408
2013 Q2	$233K	Buy	+10,325	New	+$240K	0.1%	386

Other funds holding GXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Portfolio Consultants's GXP Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Great Plains Energy Incorporated (GXP) in Q1 2017, closing a stake of 24 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in GXP in Q2 2013 and held it in 9 quarters. The position peaked at $285K in Q2 2014. 378 funds tracked by Wall St. Rank hold GXP as of Q1 2017.

Independent Portfolio Consultants reported no remaining Great Plains Energy Incorporated position as of Q1 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 24 Great Plains Energy Incorporated shares in Q1 2017, an estimated $1K.
Independent Portfolio Consultants first reported a position in Great Plains Energy Incorporated in Q2 2013 and held it in 9 quarters.
Independent Portfolio Consultants's Great Plains Energy Incorporated position peaked at $285K in Q2 2014.
378 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.