Integrated Wealth Management (Palm Desert)’s Great Plains Energy Incorporated GXP Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-600	Closed	-$16K	–	1194
2016 Q3	$16K	Hold	600	–	–	0.01%	667
2016 Q2	$18K	Hold	600	–	–	0.01%	622
2016 Q1	$19K	Hold	600	–	–	0.01%	575
2015 Q4	$16K	Hold	600	–	–	0.01%	645
2015 Q3	$16K	Hold	600	–	–	0.01%	648
2015 Q2	$14K	Hold	600	–	–	0.01%	715
2015 Q1	$16K	Buy	+600	New	+$16.6K	0.01%	638

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 18.14% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WCM

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

Integrated Wealth Management (Palm Desert)'s GXP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Great Plains Energy Incorporated (GXP) in Q4 2016, closing a stake of 600 shares — an estimated $16K sold.

Integrated Wealth Management (Palm Desert) first reported a position in GXP in Q1 2015 and held it in 7 quarters. The position peaked at $19K in Q1 2016. 380 funds tracked by Wall St. Rank hold GXP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Great Plains Energy Incorporated position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 600 Great Plains Energy Incorporated shares in Q4 2016, an estimated $16K.
Integrated Wealth Management (Palm Desert) first reported a position in Great Plains Energy Incorporated in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Great Plains Energy Incorporated position peaked at $19K in Q1 2016.
380 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.