Steward Partners Investment Advisory’s Great Plains Energy Incorporated GXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-250
Closed -$7K 2629
2018
Q1
$7K Sell
250
-108
-30% -$3.29K ﹤0.01% 1709
2017
Q4
$11K Buy
358
+116
+48% +$3.81K ﹤0.01% 1335
2017
Q3
$7K Buy
242
+96
+66% +$2.94K ﹤0.01% 1221
2017
Q2
$4K Sell
146
-670
-82% -$19.5K ﹤0.01% 1312
2017
Q1
$23K Buy
816
+86
+12% +$2.41K ﹤0.01% 726
2016
Q4
$19K Buy
+730
New +$19.9K 0.01% 456

Other funds holding GXP

Steward Partners Investment Advisory's GXP Position: Q2 2018 in Review

Steward Partners Investment Advisory sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 250 shares — an estimated $7K sold.

Steward Partners Investment Advisory first reported a position in GXP in Q4 2016 and held it in 6 quarters. The position peaked at $23K in Q1 2017. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

  • Steward Partners Investment Advisory reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 250 Great Plains Energy Incorporated shares in Q2 2018, an estimated $7K.
  • Steward Partners Investment Advisory first reported a position in Great Plains Energy Incorporated in Q4 2016 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Great Plains Energy Incorporated position peaked at $23K in Q1 2017.
  • 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2018, filed 20 Jul 2018.