Jacobs Levy Equity Management’s Great Plains Energy Incorporated GXP Stock Holding History

Jacobs Levy Equity Management’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	-18,700	Closed	-$511K	–	1073
2016 Q4	$511K	Hold	18,700	–	–	0.01%	676
2016 Q3	$510K	Hold	18,700	–	–	0.01%	715
2016 Q2	$568K	Buy	+18,700	New	+$574K	0.01%	723
2014 Q1	–	Sell	-97,530	Closed	-$2.36M	–	1070
2013 Q4	$2.36M	Sell	97,530 -47,970	-33%	-$1.13M	0.04%	404
2013 Q3	$3.23M	Hold	145,500	–	–	0.05%	352
2013 Q2	$3.28M	Buy	+145,500	New	+$3.38M	0.06%	335

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

Jacobs Levy Equity Management's GXP Position: Q1 2017 in Review

Jacobs Levy Equity Management sold out of Great Plains Energy Incorporated (GXP) in Q1 2017, closing a stake of 18,700 shares — an estimated $511K sold.

Jacobs Levy Equity Management first reported a position in GXP in Q2 2013 and held it in 6 quarters. The position peaked at $3.28M in Q2 2013. 378 funds tracked by Wall St. Rank hold GXP as of Q1 2017.

Jacobs Levy Equity Management reported no remaining Great Plains Energy Incorporated position as of Q1 2017 after selling out during the quarter.
Jacobs Levy Equity Management sold 18,700 Great Plains Energy Incorporated shares in Q1 2017, an estimated $511K.
Jacobs Levy Equity Management first reported a position in Great Plains Energy Incorporated in Q2 2013 and held it in 6 quarters.
Jacobs Levy Equity Management's Great Plains Energy Incorporated position peaked at $3.28M in Q2 2013.
378 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q1 2017.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2017, filed 15 May 2017.