WCM
GXP

Wealthcare Capital Management’s Great Plains Energy Incorporated GXP Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-300
Closed -$8K – 982
2015
Q1 		$8K Buy
+300
New +$8.31K ﹤0.01% 549

Other funds holding GXP

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealthcare Capital Management's GXP Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Great Plains Energy Incorporated (GXP) in Q2 2015, closing a stake of 300 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in GXP in Q1 2015 and held it in 1 quarter. The position peaked at $8K in Q1 2015. 275 funds tracked by Wall St. Rank hold GXP as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Great Plains Energy Incorporated position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 300 Great Plains Energy Incorporated shares in Q2 2015, an estimated $8K.
  • Wealthcare Capital Management first reported a position in Great Plains Energy Incorporated in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Great Plains Energy Incorporated position peaked at $8K in Q1 2015.
  • 275 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.