U
GXP

UBS’s Great Plains Energy Incorporated GXP Stock Holding History

UBS’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
2014
Q3 		$24K Hold
1,000
– – ﹤0.01% 7789
2014
Q2 		$27K Buy
1,000
+200
+25% +$5.23K ﹤0.01% 7704
2014
Q1 		$22K Buy
800
+600
+300% +$15.2K ﹤0.01% 7980
2013
Q4 		$5K Hold
200
– – ﹤0.01% 9616
2013
Q3 		$4K Buy
+200
New +$4.61K ﹤0.01% 9635

Other funds holding GXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS's GXP Position: Q3 2014 in Review

UBS reduced its Great Plains Energy Incorporated (GXP) stake by 81% in Q3 2014, selling an estimated $3.63M and leaving 33,360 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #3810.

UBS first reported a position in GXP in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.74M in Q2 2014. 279 funds tracked by Wall St. Rank hold GXP as of Q3 2014.

  • UBS held 33,360 shares of Great Plains Energy Incorporated worth $806K as of Q3 2014.
  • UBS sold 142,923 Great Plains Energy Incorporated shares in Q3 2014, an estimated $3.63M.
  • Great Plains Energy Incorporated made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3810 holding.
  • UBS first reported a position in Great Plains Energy Incorporated in Q2 2013 and has held it in 6 quarters since.
  • UBS's Great Plains Energy Incorporated position peaked at $4.74M in Q2 2014.
  • 279 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.