TrueWealth LLC’s Great Plains Energy Incorporated GXP Stock Holding History

TrueWealth LLC’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	-19	Closed	-$1K	–	888
2018 Q1	$1K	Hold	19	–	–	﹤0.01%	798
2017 Q4	$1K	Buy	+19	New	+$625	﹤0.01%	912

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

TrueWealth LLC's GXP Position: Q2 2018 in Review

TrueWealth LLC sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 19 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in GXP in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

TrueWealth LLC reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
TrueWealth LLC sold 19 Great Plains Energy Incorporated shares in Q2 2018, an estimated $1K.
TrueWealth LLC first reported a position in Great Plains Energy Incorporated in Q4 2017 and held it in 2 quarters.
TrueWealth LLC's Great Plains Energy Incorporated position peaked at $1K in Q1 2018.
2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.