SW
GXP

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