STA
GXP

Summit Trail Advisors’s Great Plains Energy Incorporated GXP Stock Holding History

Summit Trail 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
Q1 		– Sell
-719
Closed -$22K – 2088
2017
Q4 		$22K Buy
+719
New +$23.6K ﹤0.01% 1026

Other funds holding GXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Trail Advisors's GXP Position: Q1 2018 in Review

Summit Trail Advisors sold out of Great Plains Energy Incorporated (GXP) in Q1 2018, closing a stake of 719 shares — an estimated $22K sold.

Summit Trail Advisors first reported a position in GXP in Q4 2017 and held it in 1 quarter. The position peaked at $22K in Q4 2017. 375 funds tracked by Wall St. Rank hold GXP as of Q1 2018.

  • Summit Trail Advisors reported no remaining Great Plains Energy Incorporated position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 719 Great Plains Energy Incorporated shares in Q1 2018, an estimated $22K.
  • Summit Trail Advisors first reported a position in Great Plains Energy Incorporated in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Great Plains Energy Incorporated position peaked at $22K in Q4 2017.
  • 375 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.