PCA
GXP

Personal Capital Advisors’s Great Plains Energy Incorporated GXP Stock Holding History

Personal Capital 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
-522,188
Closed -$16.6M – 289
2018
Q1 		$16.6M Buy
522,188
+166,212
+47% +$5.06M 0.26% 95
2017
Q4 		$11.5M Buy
355,976
+21,789
+7% +$717K 0.2% 105
2017
Q3 		$10.1M Buy
334,187
+22,137
+7% +$678K 0.2% 103
2017
Q2 		$9.14M Buy
312,050
+303,828
+3,695% +$8.84M 0.2% 98
2017
Q1 		$238K Buy
+8,222
New +$231K 0.01% 193

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

Personal Capital Advisors's GXP Position: Q2 2018 in Review

Personal Capital Advisors sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 522,188 shares — an estimated $16.6M sold.

Personal Capital Advisors first reported a position in GXP in Q1 2017 and held it in 5 quarters. The position peaked at $16.6M in Q1 2018. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

  • Personal Capital Advisors reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
  • Personal Capital Advisors sold 522,188 Great Plains Energy Incorporated shares in Q2 2018, an estimated $16.6M.
  • Personal Capital Advisors first reported a position in Great Plains Energy Incorporated in Q1 2017 and held it in 5 quarters.
  • Personal Capital Advisors's Great Plains Energy Incorporated position peaked at $16.6M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Personal Capital Advisors's 13F filing for Q2 2018, filed 1 Aug 2018.