VWM
GXP

Valley Wealth Managers’s Great Plains Energy Incorporated GXP Stock Holding History

Valley Wealth Managers’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
-536,068
Closed -$17M – 125
2018
Q1 		$17M Buy
536,068
+17,335
+3% +$528K 2.07% 24
2017
Q4 		$16.7M Sell
518,733
-4,245
-0.8% -$140K 2.01% 30
2017
Q3 		$15.8M Buy
522,978
+9,243
+2% +$283K 1.99% 29
2017
Q2 		$15M Buy
513,735
+8,650
+2% +$252K 2.02% 26
2017
Q1 		$14.8M Buy
505,085
+25,935
+5% +$728K 1.96% 26
2016
Q4 		$13.1M Buy
+479,150
New +$13.1M 1.87% 34

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 Wealth Managers's GXP Position: Q2 2018 in Review

Valley Wealth Managers sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 536,068 shares — an estimated $17M sold.

Valley Wealth Managers first reported a position in GXP in Q4 2016 and held it in 6 quarters. The position peaked at $17M in Q1 2018. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

  • Valley Wealth Managers reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
  • Valley Wealth Managers sold 536,068 Great Plains Energy Incorporated shares in Q2 2018, an estimated $17M.
  • Valley Wealth Managers first reported a position in Great Plains Energy Incorporated in Q4 2016 and held it in 6 quarters.
  • Valley Wealth Managers's Great Plains Energy Incorporated position peaked at $17M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Valley Wealth Managers's 13F filing for Q2 2018, filed 2 Aug 2018.