WP
GXP

WealthPLAN Partners’s Great Plains Energy Incorporated GXP Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$8.45K Sell
318
-16
-5% -$458 ﹤0.01% 625
2016
Q2 		$9.67K Buy
+334
New +$10.3K ﹤0.01% 1758
2015
Q4 		$8.25K Buy
+302
New +$8.18K ﹤0.01% 1207
2015
Q2 		– Sell
-302
Closed -$8K – 532
2015
Q1 		$8K Buy
+302
New +$8.36K ﹤0.01% 400

Other funds holding GXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's GXP Position: Q3 2016 in Review

WealthPLAN Partners reduced its Great Plains Energy Incorporated (GXP) stake by 4.8% in Q3 2016, selling an estimated $458 and leaving 318 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

WealthPLAN Partners first reported a position in GXP in Q1 2015 and has held it in 4 quarters since. The position peaked at $9.67K in Q2 2016. 366 funds tracked by Wall St. Rank hold GXP as of Q3 2016.

  • WealthPLAN Partners held 318 shares of Great Plains Energy Incorporated worth $8.45K as of Q3 2016.
  • WealthPLAN Partners sold 16 Great Plains Energy Incorporated shares in Q3 2016, an estimated $458.
  • Great Plains Energy Incorporated made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #625 holding.
  • WealthPLAN Partners first reported a position in Great Plains Energy Incorporated in Q1 2015 and has held it in 4 quarters since.
  • WealthPLAN Partners's Great Plains Energy Incorporated position peaked at $9.67K in Q2 2016.
  • 366 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.