MBT
GXP

Monroe Bank & Trust’s Great Plains Energy Incorporated GXP Stock Holding History

Monroe Bank & 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
2018
Q2 		– Sell
-4,950
Closed -$158K – 253
2018
Q1 		$158K Sell
4,950
-6,936
-58% -$211K 0.05% 112
2017
Q4 		$383K Sell
11,886
-150
-1% -$4.93K 0.12% 89
2017
Q3 		$364K Hold
12,036
– – 0.12% 90
2017
Q2 		$352K Sell
12,036
-200
-2% -$5.82K 0.12% 92
2017
Q1 		$357K Sell
12,236
-928
-7% -$26K 0.12% 94
2016
Q4 		$360K Sell
13,164
-283
-2% -$7.73K 0.12% 94
2016
Q3 		$382K Sell
13,447
-1,218
-8% -$34.9K 0.14% 93
2016
Q2 		$446K Hold
14,665
– – 0.15% 92
2016
Q1 		$473K Sell
14,665
-8,034
-35% -$234K 0.16% 92
2015
Q4 		$620K Sell
22,699
-51
-0.2% -$1.38K 0.22% 82
2015
Q3 		$615K Hold
22,750
– – 0.23% 84
2015
Q2 		$549K Buy
22,750
+1,000
+5% +$25.9K 0.19% 93
2015
Q1 		$581K Sell
21,750
-85
-0.4% -$2.35K 0.2% 89
2014
Q4 		$620K Hold
21,835
– – 0.21% 89
2014
Q3 		$528K Sell
21,835
-115
-0.5% -$2.92K 0.19% 92
2014
Q2 		$590K Sell
21,950
-154
-0.7% -$4.02K 0.2% 93
2014
Q1 		$598K Buy
22,104
+12,100
+121% +$307K 0.2% 92
2013
Q4 		$242K Hold
10,004
– – 0.09% 123
2013
Q3 		$222K Hold
10,004
– – 0.09% 126
2013
Q2 		$225K Buy
+10,004
New +$233K 0.1% 119

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 $887M AUM 21.42% 1-Year Est. Return

Monroe Bank & Trust's GXP Position: Q2 2018 in Review

Monroe Bank & Trust sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 4,950 shares — an estimated $158K sold.

Monroe Bank & Trust first reported a position in GXP in Q2 2013 and held it in 20 quarters. The position peaked at $620K in Q4 2015. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

  • Monroe Bank & Trust reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
  • Monroe Bank & Trust sold 4,950 Great Plains Energy Incorporated shares in Q2 2018, an estimated $158K.
  • Monroe Bank & Trust first reported a position in Great Plains Energy Incorporated in Q2 2013 and held it in 20 quarters.
  • Monroe Bank & Trust's Great Plains Energy Incorporated position peaked at $620K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Monroe Bank & Trust's 13F filing for Q2 2018, filed 8 Aug 2018.