Mosaic Family Wealth’s Great Plains Energy Incorporated GXP Stock Holding History

Mosaic Family Wealth’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	-500	Closed	-$16K	–	711
2018 Q1	$16K	Hold	500	–	–	0.01%	469
2017 Q4	$16K	Hold	500	–	–	0.01%	480
2017 Q3	$15K	Hold	500	–	–	0.01%	522
2017 Q2	$15K	Hold	500	–	–	0.01%	470
2017 Q1	$15K	Hold	500	–	–	0.01%	477
2016 Q4	$14K	Hold	500	–	–	0.01%	477
2016 Q3	$14K	Hold	500	–	–	0.01%	481
2016 Q2	$16K	Hold	500	–	–	0.01%	476
2016 Q1	$16K	Hold	500	–	–	0.01%	473
2015 Q4	$13K	Buy	+500	New	+$13.5K	0.01%	500

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

Mosaic Family Wealth's GXP Position: Q2 2018 in Review

Mosaic Family Wealth sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 500 shares — an estimated $16K sold.

Mosaic Family Wealth first reported a position in GXP in Q4 2015 and held it in 10 quarters. The position peaked at $16K in Q1 2018. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

Mosaic Family Wealth reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
Mosaic Family Wealth sold 500 Great Plains Energy Incorporated shares in Q2 2018, an estimated $16K.
Mosaic Family Wealth first reported a position in Great Plains Energy Incorporated in Q4 2015 and held it in 10 quarters.
Mosaic Family Wealth's Great Plains Energy Incorporated position peaked at $16K in Q1 2018.
2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Mosaic Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.