NFG
GXP

Next Financial Group’s Great Plains Energy Incorporated GXP Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-200
Closed -$6K – 1702
2017
Q3 		$6K Hold
200
– – ﹤0.01% 1400
2017
Q2 		$6K Hold
200
– – ﹤0.01% 1523
2017
Q1 		$6K Sell
200
-840
-81% -$23.6K ﹤0.01% 1490
2016
Q4 		$28K Hold
1,040
– – ﹤0.01% 1226
2016
Q3 		$28K Buy
1,040
+660
+174% +$18.9K 0.01% 1211
2016
Q2 		$11K Buy
+380
New +$11.7K ﹤0.01% 1179
2014
Q4 		– Sell
-460
Closed -$11K – 2519
2014
Q3 		$11K Buy
+460
New +$11.7K ﹤0.01% 1728

Other funds holding GXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Next Financial Group's GXP Position: Q4 2017 in Review

Next Financial Group sold out of Great Plains Energy Incorporated (GXP) in Q4 2017, closing a stake of 200 shares — an estimated $6K sold.

Next Financial Group first reported a position in GXP in Q3 2014 and held it in 7 quarters. The position peaked at $28K in Q4 2016. 376 funds tracked by Wall St. Rank hold GXP as of Q4 2017.

  • Next Financial Group reported no remaining Great Plains Energy Incorporated position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 200 Great Plains Energy Incorporated shares in Q4 2017, an estimated $6K.
  • Next Financial Group first reported a position in Great Plains Energy Incorporated in Q3 2014 and held it in 7 quarters.
  • Next Financial Group's Great Plains Energy Incorporated position peaked at $28K in Q4 2016.
  • 376 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.