WBG
GXP

Wharton Business Group’s Great Plains Energy Incorporated GXP Stock Holding History

Wharton Business Group’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
2014
Q2 		– Sell
-30,090
Closed -$814K – 160
2014
Q1 		$814K Hold
30,090
– – 0.07% 116
2013
Q4 		$729K Buy
+30,090
New +$710K 0.06% 114

Other funds holding GXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wharton Business Group's GXP Position: Q2 2014 in Review

Wharton Business Group sold out of Great Plains Energy Incorporated (GXP) in Q2 2014, closing a stake of 30,090 shares — an estimated $814K sold.

Wharton Business Group first reported a position in GXP in Q4 2013 and held it in 2 quarters. The position peaked at $814K in Q1 2014. 279 funds tracked by Wall St. Rank hold GXP as of Q2 2014.

  • Wharton Business Group reported no remaining Great Plains Energy Incorporated position as of Q2 2014 after selling out during the quarter.
  • Wharton Business Group sold 30,090 Great Plains Energy Incorporated shares in Q2 2014, an estimated $814K.
  • Wharton Business Group first reported a position in Great Plains Energy Incorporated in Q4 2013 and held it in 2 quarters.
  • Wharton Business Group's Great Plains Energy Incorporated position peaked at $814K in Q1 2014.
  • 279 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2014.

Based on Wharton Business Group's 13F filing for Q2 2014, filed 11 Aug 2014.