Alera Investment Advisors’s Evergy EVRG Stock Holding History

Alera Investment Advisors’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 Q2	–	Sell	-102	Closed	-$6K	–	378
2019 Q1	$6K	Buy	102 +38	+59%	+$2.16K	﹤0.01%	585
2018 Q4	$4K	Buy	+64	New	+$3.69K	﹤0.01%	634

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's EVRG Position: Q2 2019 in Review

Alera Investment Advisors sold out of Evergy (EVRG) in Q2 2019, closing a stake of 102 shares — an estimated $6K sold.

Alera Investment Advisors first reported a position in EVRG in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 567 funds tracked by Wall St. Rank hold EVRG as of Q2 2019.

Alera Investment Advisors reported no remaining Evergy position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 102 Evergy shares in Q2 2019, an estimated $6K.
Alera Investment Advisors first reported a position in Evergy in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Evergy position peaked at $6K in Q1 2019.
567 funds tracked by Wall St. Rank held Evergy as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.