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

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Griffin Asset Management New York $934M AUM 18.69% 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.