Kanaly Trust’s Great Plains Energy Incorporated GXP Stock Holding History

Kanaly Trust’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	$5K	Buy	166 +97	+141%	+$2.65K	﹤0.01%	683
2016 Q3	$2K	Hold	69	–	–	﹤0.01%	830
2016 Q2	$2K	Hold	69	–	–	﹤0.01%	819
2016 Q1	$2K	Hold	69	–	–	﹤0.01%	804
2015 Q4	$2K	Hold	69	–	–	﹤0.01%	830
2015 Q3	$2K	Hold	69	–	–	﹤0.01%	812
2015 Q2	$2K	Hold	69	–	–	﹤0.01%	803
2015 Q1	$2K	Hold	69	–	–	﹤0.01%	642
2014 Q4	$2K	Buy	+69	New	+$1.82K	﹤0.01%	657

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 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 16.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WCM

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

Kanaly Trust's GXP Position: Q4 2016 in Review

Kanaly Trust increased its Great Plains Energy Incorporated (GXP) stake by 141% in Q4 2016, buying an estimated $2.65K and bringing the position to 166 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Kanaly Trust first reported a position in GXP in Q4 2014 and has held it in 9 quarters since. 380 funds tracked by Wall St. Rank hold GXP as of Q4 2016.

Kanaly Trust held 166 shares of Great Plains Energy Incorporated worth $5K as of Q4 2016.
Kanaly Trust bought 97 Great Plains Energy Incorporated shares in Q4 2016, an estimated $2.65K.
Great Plains Energy Incorporated made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #683 holding.
Kanaly Trust first reported a position in Great Plains Energy Incorporated in Q4 2014 and has held it in 9 quarters since.
380 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.