IR
GXP

Invictus RG’s Great Plains Energy Incorporated GXP Stock Holding History

Invictus RG’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
-5,009
Closed -$137K – 914
2016
Q4 		$137K Sell
5,009
-11,950
-70% -$327K 0.09% 369
2016
Q3 		$463K Buy
16,959
+10,294
+154% +$295K 0.36% 68
2016
Q2 		$203K Buy
6,665
+6,521
+4,528% +$200K 0.22% 178
2016
Q1 		$5K Buy
+144
New +$4.18K 0.01% 541

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

Invictus RG's GXP Position: Q1 2017 in Review

Invictus RG sold out of Great Plains Energy Incorporated (GXP) in Q1 2017, closing a stake of 5,009 shares — an estimated $137K sold.

Invictus RG first reported a position in GXP in Q1 2016 and held it in 4 quarters. The position peaked at $463K in Q3 2016. 378 funds tracked by Wall St. Rank hold GXP as of Q1 2017.

  • Invictus RG reported no remaining Great Plains Energy Incorporated position as of Q1 2017 after selling out during the quarter.
  • Invictus RG sold 5,009 Great Plains Energy Incorporated shares in Q1 2017, an estimated $137K.
  • Invictus RG first reported a position in Great Plains Energy Incorporated in Q1 2016 and held it in 4 quarters.
  • Invictus RG's Great Plains Energy Incorporated position peaked at $463K in Q3 2016.
  • 378 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q1 2017.

Based on Invictus RG's 13F filing for Q1 2017, filed 12 May 2017.