Whittier Trust’s Great Plains Energy Incorporated GXP Stock Holding History

Whittier Trust’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	-150	Closed	-$5K	–	1368
2018 Q1	$5K	Hold	150	–	–	﹤0.01%	1150
2017 Q4	$5K	Hold	150	–	–	﹤0.01%	1137
2017 Q3	$5K	Hold	150	–	–	﹤0.01%	1152
2017 Q2	$4K	Hold	150	–	–	﹤0.01%	1122
2017 Q1	$4K	Hold	150	–	–	﹤0.01%	1208
2016 Q4	$4K	Hold	150	–	–	﹤0.01%	1077
2016 Q3	$4K	Hold	150	–	–	﹤0.01%	1072
2016 Q2	$5K	Hold	150	–	–	﹤0.01%	1069
2016 Q1	$5K	Hold	150	–	–	﹤0.01%	1051
2015 Q4	$4K	Buy	+150	New	+$4.06K	﹤0.01%	1081
2015 Q3	–	Sell	-1,200	Closed	-$29K	–	1251
2015 Q2	$29K	Hold	1,200	–	–	﹤0.01%	842
2015 Q1	$32K	Buy	+1,200	New	+$33.2K	﹤0.01%	799

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

Whittier Trust's GXP Position: Q2 2018 in Review

Whittier Trust sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 150 shares — an estimated $5K sold.

Whittier Trust first reported a position in GXP in Q1 2015 and held it in 12 quarters. The position peaked at $32K in Q1 2015. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

Whittier Trust reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
Whittier Trust sold 150 Great Plains Energy Incorporated shares in Q2 2018, an estimated $5K.
Whittier Trust first reported a position in Great Plains Energy Incorporated in Q1 2015 and held it in 12 quarters.
Whittier Trust's Great Plains Energy Incorporated position peaked at $32K in Q1 2015.
2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on Whittier Trust's 13F filing for Q2 2018, filed 20 Jul 2018.