Valley National Advisers’s Great Plains Energy Incorporated GXP Stock Holding History

Valley National Advisers’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	-18	Closed	-$1K	–	744
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	636
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	654
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	652
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	591
2017 Q1	$1K	Hold	18	–	–	﹤0.01%	593
2016 Q4	$0	Hold	18	–	–	﹤0.01%	797
2016 Q3	$0	Hold	18	–	–	﹤0.01%	766
2016 Q2	$1K	Hold	18	–	–	﹤0.01%	597
2016 Q1	$1K	Hold	18	–	–	﹤0.01%	579
2015 Q4	$0	Hold	18	–	–	﹤0.01%	681
2015 Q3	$0	Hold	18	–	–	﹤0.01%	674
2015 Q2	$0	Hold	18	–	–	﹤0.01%	662
2015 Q1	$0	Hold	18	–	–	﹤0.01%	629
2014 Q4	$0	Buy	+18	New	+$475	﹤0.01%	449

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

Valley National Advisers's GXP Position: Q2 2018 in Review

Valley National Advisers sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 18 shares — an estimated $1K sold.

Valley National Advisers first reported a position in GXP in Q4 2014 and held it in 14 quarters. The position peaked at $1K in Q1 2018. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

Valley National Advisers reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
Valley National Advisers sold 18 Great Plains Energy Incorporated shares in Q2 2018, an estimated $1K.
Valley National Advisers first reported a position in Great Plains Energy Incorporated in Q4 2014 and held it in 14 quarters.
Valley National Advisers'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 Valley National Advisers's 13F filing for Q2 2018, filed 14 Aug 2018.