Philadelphia Trust Company’s Great Plains Energy Incorporated GXP Stock Holding History

Philadelphia Trust Company’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
2016 Q2	–	Sell	-10,000	Closed	-$323K	–	204
2016 Q1	$323K	Hold	10,000	–	–	0.03%	155
2015 Q4	$270K	Hold	10,000	–	–	0.02%	167
2015 Q3	$270K	Buy	10,000 +9,758	+4,032%	+$250K	0.02%	158
2015 Q2	$10K	Sell	242 -9,758	-98%	-$252K	0.04%	143
2015 Q1	$267K	Buy	+10,000	New	+$277K	0.02%	161

Other funds holding GXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Philadelphia Trust Company's GXP Position: Q2 2016 in Review

Philadelphia Trust Company sold out of Great Plains Energy Incorporated (GXP) in Q2 2016, closing a stake of 10,000 shares — an estimated $323K sold.

Philadelphia Trust Company first reported a position in GXP in Q1 2015 and held it in 5 quarters. The position peaked at $323K in Q1 2016. 346 funds tracked by Wall St. Rank hold GXP as of Q2 2016.

Philadelphia Trust Company reported no remaining Great Plains Energy Incorporated position as of Q2 2016 after selling out during the quarter.
Philadelphia Trust Company sold 10,000 Great Plains Energy Incorporated shares in Q2 2016, an estimated $323K.
Philadelphia Trust Company first reported a position in Great Plains Energy Incorporated in Q1 2015 and held it in 5 quarters.
Philadelphia Trust Company's Great Plains Energy Incorporated position peaked at $323K in Q1 2016.
346 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2016.

Based on Philadelphia Trust Company's 13F filing for Q2 2016, filed 12 Aug 2016.