JWA
GXP

JFS Wealth Advisors’s Great Plains Energy Incorporated GXP Stock Holding History

JFS Wealth Advisors’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
Q2 		– Sell
-376
Closed -$10K – 470
2017
Q1 		$10K Hold
376
– – ﹤0.01% 358
2016
Q4 		$10K Hold
376
– – ﹤0.01% 358
2016
Q3 		$10K Hold
376
– – ﹤0.01% 386
2016
Q2 		$11K Hold
376
– – ﹤0.01% 384
2016
Q1 		$12K Sell
376
-209
-36% -$6.08K ﹤0.01% 378
2015
Q4 		$16K Buy
585
+419
+252% +$11.4K ﹤0.01% 351
2015
Q3 		$4K Buy
+166
New +$4.25K ﹤0.01% 412

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JFS Wealth Advisors's GXP Position: Q2 2017 in Review

JFS Wealth Advisors sold out of Great Plains Energy Incorporated (GXP) in Q2 2017, closing a stake of 376 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in GXP in Q3 2015 and held it in 7 quarters. The position peaked at $16K in Q4 2015. 363 funds tracked by Wall St. Rank hold GXP as of Q2 2017.

  • JFS Wealth Advisors reported no remaining Great Plains Energy Incorporated position as of Q2 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 376 Great Plains Energy Incorporated shares in Q2 2017, an estimated $10K.
  • JFS Wealth Advisors first reported a position in Great Plains Energy Incorporated in Q3 2015 and held it in 7 quarters.
  • JFS Wealth Advisors's Great Plains Energy Incorporated position peaked at $16K in Q4 2015.
  • 363 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2017.

Based on JFS Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.