YorkBridge Wealth Partners’s Great Plains Energy Incorporated GXP Stock Holding History

YorkBridge Wealth 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
2018 Q2	–	Sell	-320	Closed	-$10K	–	901
2018 Q1	$10K	Hold	320	–	–	﹤0.01%	624
2017 Q4	$9K	Hold	320	–	–	﹤0.01%	651
2017 Q3	$10K	Hold	320	–	–	0.01%	643
2017 Q2	$9K	Hold	320	–	–	﹤0.01%	654
2017 Q1	$9K	Sell	320 -430	-57%	-$12.1K	﹤0.01%	638
2016 Q4	$20K	Buy	+750	New	+$20.5K	0.01%	479

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 $887M AUM 21.42% 1-Year Est. Return

YorkBridge Wealth Partners's GXP Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 320 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in GXP in Q4 2016 and held it in 6 quarters. The position peaked at $20K in Q4 2016. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.

YorkBridge Wealth Partners reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 320 Great Plains Energy Incorporated shares in Q2 2018, an estimated $10K.
YorkBridge Wealth Partners first reported a position in Great Plains Energy Incorporated in Q4 2016 and held it in 6 quarters.
YorkBridge Wealth Partners's Great Plains Energy Incorporated position peaked at $20K in Q4 2016.
2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.