Marshwinds Advisory’s Great Plains Energy Incorporated GXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-29,777
| Closed | -$947K | – | 135 |
|
|
2018
Q1 | $947K | Hold |
29,777
| – | – | 0.45% | 66 |
|
|
2017
Q4 | $960K | Sell |
29,777
-1,500
| -5% | -$49.3K | 0.44% | 65 |
|
|
2017
Q3 | $948K | Sell |
31,277
-300
| -1% | -$9.19K | 0.44% | 66 |
|
|
2017
Q2 | $925K | Sell |
31,577
-1,100
| -3% | -$32K | 0.44% | 67 |
|
|
2017
Q1 | $955K | Sell |
32,677
-2,750
| -8% | -$77.2K | 0.44% | 66 |
|
|
2016
Q4 | $969K | Sell |
35,427
-50
| -0.1% | -$1.37K | 0.46% | 66 |
|
|
2016
Q3 | $968K | Hold |
35,477
| – | – | 0.47% | 67 |
|
|
2016
Q2 | $1.08M | Sell |
35,477
-600
| -2% | -$18.4K | 0.53% | 64 |
|
|
2016
Q1 | $1.16M | Sell |
36,077
-3,532
| -9% | -$103K | 0.6% | 58 |
|
|
2015
Q4 | $1.08M | Sell |
39,609
-1,930
| -5% | -$52.3K | 0.56% | 61 |
|
|
2015
Q3 | $1.12M | Sell |
41,539
-1,659
| -4% | -$42.4K | 0.6% | 59 |
|
|
2015
Q2 | $1.04M | Sell |
43,198
-1,618
| -4% | -$41.8K | 0.53% | 65 |
|
|
2015
Q1 | $1.2M | Buy |
44,816
+4
| +0% | +$111 | 0.57% | 61 |
|
|
2014
Q4 | $1.27M | Sell |
44,812
-3,711
| -8% | -$97.9K | 0.6% | 59 |
|
|
2014
Q3 | $1.17M | Sell |
48,523
-176
| -0.4% | -$4.46K | 0.58% | 62 |
|
|
2014
Q2 | $1.31M | Buy |
48,699
+3
| +0% | +$78 | 0.63% | 59 |
|
|
2014
Q1 | $1.32M | Sell |
48,696
-136
| -0.3% | -$3.45K | 0.66% | 53 |
|
|
2013
Q4 | $1.18M | Sell |
48,832
-1,255
| -3% | -$29.6K | 0.63% | 55 |
|
|
2013
Q3 | $1.11M | Sell |
50,087
-295
| -0.6% | -$6.79K | 0.64% | 58 |
|
|
2013
Q2 | $1.14M | Buy |
+50,382
| New | +$1.17M | 0.68% | 49 |
|
Other funds holding GXP
Marshwinds Advisory's GXP Position: Q2 2018 in Review
Marshwinds Advisory sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 29,777 shares — an estimated $947K sold.
Marshwinds Advisory first reported a position in GXP in Q2 2013 and held it in 20 quarters. The position peaked at $1.32M in Q1 2014. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.
- Marshwinds Advisory reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
- Marshwinds Advisory sold 29,777 Great Plains Energy Incorporated shares in Q2 2018, an estimated $947K.
- Marshwinds Advisory first reported a position in Great Plains Energy Incorporated in Q2 2013 and held it in 20 quarters.
- Marshwinds Advisory's Great Plains Energy Incorporated position peaked at $1.32M in Q1 2014.
- 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.
Based on Marshwinds Advisory's 13F filing for Q2 2018, filed 9 Jul 2018.