LI
GXP

LMCG Investments’s Great Plains Energy Incorporated GXP Stock Holding History

LMCG Investments’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
2015
Q3 		$50.5M Buy
1,868,826
+200,285
+12% +$5.12M 1.08% 2
2015
Q2 		$40.3M Sell
1,668,541
-106,333
-6% -$2.75M 0.87% 8
2015
Q1 		$47.4M Sell
1,774,874
-250,539
-12% -$6.94M 0.99% 3
2014
Q4 		$57.5M Sell
2,025,413
-144,739
-7% -$3.82M 1.26% 2
2014
Q3 		$52.5M Sell
2,170,152
-21,202
-1% -$538K 1.18% 2
2014
Q2 		$58.9M Sell
2,191,354
-78,602
-3% -$2.05M 1.27% 2
2014
Q1 		$61.4M Sell
2,269,956
-140,514
-6% -$3.56M 1.36% 1
2013
Q4 		$58.4M Buy
2,410,470
+55,137
+2% +$1.3M 1.24% 1
2013
Q3 		$52.3M Buy
2,355,333
+54,375
+2% +$1.25M 1.26% 1
2013
Q2 		$51.9M Buy
+2,300,958
New +$53.5M 1.36% 1

Other funds holding GXP

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

LMCG Investments's GXP Position: Q3 2015 in Review

LMCG Investments increased its Great Plains Energy Incorporated (GXP) stake by 12% in Q3 2015, buying an estimated $5.12M and bringing the position to 1,868,826 shares worth $50.5M. The position accounts for 1.08% of the portfolio, ranked #2.

LMCG Investments first reported a position in GXP in Q2 2013 and has held it in 10 quarters since. The position peaked at $61.4M in Q1 2014. 273 funds tracked by Wall St. Rank hold GXP as of Q3 2015.

  • LMCG Investments held 1,868,826 shares of Great Plains Energy Incorporated worth $50.5M as of Q3 2015.
  • LMCG Investments bought 200,285 Great Plains Energy Incorporated shares in Q3 2015, an estimated $5.12M.
  • Great Plains Energy Incorporated made up 1.08% of LMCG Investments's portfolio in Q3 2015, its #2 holding.
  • LMCG Investments first reported a position in Great Plains Energy Incorporated in Q2 2013 and has held it in 10 quarters since.
  • LMCG Investments's Great Plains Energy Incorporated position peaked at $61.4M in Q1 2014.
  • 273 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.