WAM
GXP

Wealthspire Advisors (Maryland)’s Great Plains Energy Incorporated GXP Stock Holding History

Wealthspire Advisors (Maryland)’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
-452
Closed -$14K – 2692
2018
Q1 		$14K Sell
452
-97
-18% -$2.95K ﹤0.01% 1445
2017
Q4 		$18K Buy
549
+135
+33% +$4.44K ﹤0.01% 1368
2017
Q3 		$13K Sell
414
-211
-34% -$6.46K ﹤0.01% 1487
2017
Q2 		$18K Sell
625
-20
-3% -$582 ﹤0.01% 1318
2017
Q1 		$19K Buy
645
+131
+25% +$3.68K ﹤0.01% 1113
2016
Q4 		$14K Hold
514
– – ﹤0.01% 1129
2016
Q3 		$14K Hold
514
– – ﹤0.01% 1172
2016
Q2 		$16K Buy
514
+13
+3% +$399 ﹤0.01% 1084
2016
Q1 		$16K Sell
501
-5
-1% -$145 ﹤0.01% 1053
2015
Q4 		$14K Buy
+506
New +$13.7K ﹤0.01% 1102

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 $949M AUM 24.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GXP Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 452 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in GXP in Q4 2015 and held it in 10 quarters. The position peaked at $19K in Q1 2017. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 452 Great Plains Energy Incorporated shares in Q2 2018, an estimated $14K.
  • Wealthspire Advisors (Maryland) first reported a position in Great Plains Energy Incorporated in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Great Plains Energy Incorporated position peaked at $19K in Q1 2017.
  • 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.