RJT
GXP

Raymond James Trust’s Great Plains Energy Incorporated GXP Stock Holding History

Raymond James Trust’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
-43,784
Closed -$1.39M – 880
2018
Q1 		$1.39M Sell
43,784
-7,343
-14% -$224K 0.1% 209
2017
Q4 		$1.65M Buy
51,127
+32,985
+182% +$1.08M 0.11% 187
2017
Q3 		$549K Buy
18,142
+1,601
+10% +$49K 0.04% 348
2017
Q2 		$484K Buy
16,541
+2,637
+19% +$76.7K 0.04% 385
2017
Q1 		$406K Buy
13,904
+1,121
+9% +$31.5K 0.03% 413
2016
Q4 		$349K Buy
12,783
+570
+5% +$15.6K 0.03% 453
2016
Q3 		$333K Buy
12,213
+357
+3% +$10.2K 0.03% 436
2016
Q2 		$361K Buy
11,856
+120
+1% +$3.68K 0.03% 406
2016
Q1 		$378K Sell
11,736
-2,500
-18% -$72.7K 0.04% 395
2015
Q4 		$388K Buy
14,236
+1,104
+8% +$29.9K 0.04% 391
2015
Q3 		$355K Buy
13,132
+3,456
+36% +$88.4K 0.04% 375
2015
Q2 		$234K Buy
9,676
+1,347
+16% +$34.8K 0.02% 525
2015
Q1 		$222K Buy
+8,329
New +$231K 0.02% 550

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 $887M AUM 21.42% 1-Year Est. Return

Raymond James Trust's GXP Position: Q2 2018 in Review

Raymond James Trust sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 43,784 shares — an estimated $1.39M sold.

Raymond James Trust first reported a position in GXP in Q1 2015 and held it in 13 quarters. The position peaked at $1.65M in Q4 2017. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

  • Raymond James Trust reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
  • Raymond James Trust sold 43,784 Great Plains Energy Incorporated shares in Q2 2018, an estimated $1.39M.
  • Raymond James Trust first reported a position in Great Plains Energy Incorporated in Q1 2015 and held it in 13 quarters.
  • Raymond James Trust's Great Plains Energy Incorporated position peaked at $1.65M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Raymond James Trust's 13F filing for Q2 2018, filed 11 Jul 2018.