Optimum Investment Advisors’s Great Plains Energy Incorporated GXP Stock Holding History

Optimum Investment Advisors’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	-140	Closed	-$4K	–	1112
2018 Q1	$4K	Buy	+140	New	+$4.26K	﹤0.01%	931
2015 Q1	$13K	Hold	500	–	–	﹤0.01%	776
2014 Q4	$14K	Hold	500	–	–	﹤0.01%	801
2014 Q3	$13K	Hold	500	–	–	﹤0.01%	728
2014 Q2	$13K	Buy	+500	New	+$13.1K	﹤0.01%	741

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

Optimum Investment Advisors's GXP Position: Q2 2018 in Review

Optimum Investment Advisors sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 140 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in GXP in Q2 2014 and held it in 5 quarters. The position peaked at $14K in Q4 2014. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

Optimum Investment Advisors reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
Optimum Investment Advisors sold 140 Great Plains Energy Incorporated shares in Q2 2018, an estimated $4K.
Optimum Investment Advisors first reported a position in Great Plains Energy Incorporated in Q2 2014 and held it in 5 quarters.
Optimum Investment Advisors's Great Plains Energy Incorporated position peaked at $14K in Q4 2014.
2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.