AIM
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Advantage Investment Management’s Evergy EVRG Stock Holding History

Advantage Investment Management’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$170K Hold
2,552
– – 0.13% 161
2019
Q2 		$154K Hold
2,552
– – 0.12% 172
2019
Q1 		$148K Hold
2,552
– – 0.12% 182
2018
Q4 		$145K Sell
2,552
-222
-8% -$12.8K 0.11% 183
2018
Q3 		$152K Hold
2,774
– – 0.1% 192
2018
Q2 		$156K Buy
+2,774
New +$149K 0.11% 157

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advantage Investment Management's EVRG Position: Q3 2019 in Review

Advantage Investment Management held its Evergy (EVRG) position steady in Q3 2019 at 2,552 shares worth $170K. The position accounts for 0.13% of the portfolio, ranked #161.

Advantage Investment Management first reported a position in EVRG in Q2 2018 and has held it in 6 quarters since. 589 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

  • Advantage Investment Management held 2,552 shares of Evergy worth $170K as of Q3 2019.
  • Advantage Investment Management left its Evergy share count unchanged in Q3 2019.
  • Evergy made up 0.13% of Advantage Investment Management's portfolio in Q3 2019, its #161 holding.
  • Advantage Investment Management first reported a position in Evergy in Q2 2018 and has held it in 6 quarters since.
  • 589 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.