SVB Wealth’s Great Plains Energy Incorporated GXP Stock Holding History

SVB Wealth’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	-33,788	Closed	-$1.07M	–	468
2018 Q1	$1.07M	Buy	33,788 +4,141	+14%	+$126K	0.04%	251
2017 Q4	$956K	Buy	29,647 +873	+3%	+$28.7K	0.04%	266
2017 Q3	$872K	Buy	28,774 +7,502	+35%	+$230K	0.03%	278
2017 Q2	$623K	Buy	21,272 +3,217	+18%	+$93.6K	0.02%	327
2017 Q1	$528K	Buy	+18,055	New	+$507K	0.02%	340

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

SVB Wealth's GXP Position: Q2 2018 in Review

SVB Wealth sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 33,788 shares — an estimated $1.07M sold.

SVB Wealth first reported a position in GXP in Q1 2017 and held it in 5 quarters. The position peaked at $1.07M in Q1 2018. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

SVB Wealth reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
SVB Wealth sold 33,788 Great Plains Energy Incorporated shares in Q2 2018, an estimated $1.07M.
SVB Wealth first reported a position in Great Plains Energy Incorporated in Q1 2017 and held it in 5 quarters.
SVB Wealth's Great Plains Energy Incorporated position peaked at $1.07M in Q1 2018.
2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on SVB Wealth's 13F filing for Q2 2018, filed 14 Aug 2018.