Jones Financial Companies
GXP

Jones Financial Companies’s Great Plains Energy Incorporated GXP Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-370
Closed -$8K – 617
2013
Q3 		$8K Sell
370
-805
-69% -$18.5K ﹤0.01% 544
2013
Q2 		$26K Buy
+1,175
New +$27.3K ﹤0.01% 421

Other funds holding GXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jones Financial Companies's GXP Position: Q4 2013 in Review

Jones Financial Companies sold out of Great Plains Energy Incorporated (GXP) in Q4 2013, closing a stake of 370 shares — an estimated $8K sold.

Jones Financial Companies first reported a position in GXP in Q2 2013 and held it in 2 quarters. The position peaked at $26K in Q2 2013. 270 funds tracked by Wall St. Rank hold GXP as of Q4 2013.

  • Jones Financial Companies reported no remaining Great Plains Energy Incorporated position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 370 Great Plains Energy Incorporated shares in Q4 2013, an estimated $8K.
  • Jones Financial Companies first reported a position in Great Plains Energy Incorporated in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's Great Plains Energy Incorporated position peaked at $26K in Q2 2013.
  • 270 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.