LAM
GXP

Lebenthal Asset Management’s Great Plains Energy Incorporated GXP Stock Holding History

Lebenthal Asset 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 		$292K Hold
10,000
– – 0.04% 304
2016
Q4 		$273K Hold
10,000
– – 0.04% 297
2016
Q3 		$273K Hold
10,000
– – 0.04% 283
2016
Q2 		$304K Buy
+10,000
New +$307K 0.04% 288

Other funds holding GXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lebenthal Asset Management's GXP Position: Q1 2017 in Review

Lebenthal Asset Management held its Great Plains Energy Incorporated (GXP) position steady in Q1 2017 at 10,000 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #304.

Lebenthal Asset Management first reported a position in GXP in Q2 2016 and has held it in 4 quarters since. The position peaked at $304K in Q2 2016. 378 funds tracked by Wall St. Rank hold GXP as of Q1 2017.

  • Lebenthal Asset Management held 10,000 shares of Great Plains Energy Incorporated worth $292K as of Q1 2017.
  • Lebenthal Asset Management left its Great Plains Energy Incorporated share count unchanged in Q1 2017.
  • Great Plains Energy Incorporated made up 0.04% of Lebenthal Asset Management's portfolio in Q1 2017, its #304 holding.
  • Lebenthal Asset Management first reported a position in Great Plains Energy Incorporated in Q2 2016 and has held it in 4 quarters since.
  • Lebenthal Asset Management's Great Plains Energy Incorporated position peaked at $304K in Q2 2016.
  • 378 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q1 2017.

Based on Lebenthal Asset Management's 13F filing for Q1 2017, filed 15 May 2017.