WIL
GXP

Winifred I. Li’s Great Plains Energy Incorporated GXP Stock Holding History

Winifred I. Li’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
Q3 		– Sell
-5,400
Closed -$145K – 483
2014
Q2 		$145K Hold
5,400
– – 0.12% 150
2014
Q1 		$146K Hold
5,400
– – 0.13% 153
2013
Q4 		$131K Hold
5,400
– – 0.11% 155
2013
Q3 		$120K Hold
5,400
– – 0.11% 162
2013
Q2 		$122K Buy
+5,400
New +$126K 0.11% 157

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 $32.4B AUM 17.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $408B AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Winifred I. Li's GXP Position: Q3 2014 in Review

Winifred I. Li sold out of Great Plains Energy Incorporated (GXP) in Q3 2014, closing a stake of 5,400 shares — an estimated $145K sold.

Winifred I. Li first reported a position in GXP in Q2 2013 and held it in 5 quarters. The position peaked at $146K in Q1 2014. 279 funds tracked by Wall St. Rank hold GXP as of Q3 2014.

  • Winifred I. Li reported no remaining Great Plains Energy Incorporated position as of Q3 2014 after selling out during the quarter.
  • Winifred I. Li sold 5,400 Great Plains Energy Incorporated shares in Q3 2014, an estimated $145K.
  • Winifred I. Li first reported a position in Great Plains Energy Incorporated in Q2 2013 and held it in 5 quarters.
  • Winifred I. Li's Great Plains Energy Incorporated position peaked at $146K in Q1 2014.
  • 279 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q3 2014.

Based on Winifred I. Li's 13F filing for Q3 2014, filed 21 Oct 2014.