MSFP
GXP

Mark Sheptoff Financial Planning’s Great Plains Energy Incorporated GXP Stock Holding History

Mark Sheptoff Financial Planning’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
2018
Q2 		– Sell
-900
Closed -$29K – 405
2018
Q1 		$29K Hold
900
– – 0.02% 206
2017
Q4 		$29K Hold
900
– – 0.02% 214
2017
Q3 		$27K Hold
900
– – 0.02% 218
2017
Q2 		$26K Sell
900
-1
-0.1% -$29 0.02% 213
2017
Q1 		$26K Buy
901
+1
+0.1% +$28 0.02% 215
2016
Q4 		$25K Hold
900
– – 0.02% 206
2016
Q3 		$25K Hold
900
– – 0.02% 207
2016
Q2 		$27K Sell
900
-100
-10% -$3.07K 0.02% 189
2016
Q1 		$32K Hold
1,000
– – 0.03% 178
2015
Q4 		$27K Hold
1,000
– – 0.02% 199
2015
Q3 		$27K Hold
1,000
– – 0.02% 197
2015
Q2 		$24K Hold
1,000
– – 0.02% 209
2015
Q1 		$27K Hold
1,000
– – 0.02% 202
2014
Q4 		$28K Hold
1,000
– – 0.02% 198
2014
Q3 		$24K Hold
1,000
– – 0.02% 214
2014
Q2 		$27K Hold
1,000
– – 0.02% 208
2014
Q1 		$27K Buy
+1,000
New +$25.3K 0.02% 218

Other funds holding GXP

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Mark Sheptoff Financial Planning's GXP Position: Q2 2018 in Review

Mark Sheptoff Financial Planning sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 900 shares — an estimated $29K sold.

Mark Sheptoff Financial Planning first reported a position in GXP in Q1 2014 and held it in 17 quarters. The position peaked at $32K in Q1 2016. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

  • Mark Sheptoff Financial Planning reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 900 Great Plains Energy Incorporated shares in Q2 2018, an estimated $29K.
  • Mark Sheptoff Financial Planning first reported a position in Great Plains Energy Incorporated in Q1 2014 and held it in 17 quarters.
  • Mark Sheptoff Financial Planning's Great Plains Energy Incorporated position peaked at $32K in Q1 2016.
  • 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2018, filed 9 Aug 2018.