Alpha Omega Wealth Management’s Evergy EVRG Stock Holding History

Alpha Omega Wealth 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	–	Sell	-2,075	Closed	-$125K	–	331
2019 Q2	$125K	Hold	2,075	–	–	0.05%	172
2019 Q1	$120K	Hold	2,075	–	–	0.05%	173
2018 Q4	$118K	Hold	2,075	–	–	0.06%	161
2018 Q3	$114K	Hold	2,075	–	–	0.05%	169
2018 Q2	$117K	Buy	+2,075	New	+$111K	0.06%	163

Other funds holding EVRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alpha Omega Wealth Management's EVRG Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of Evergy (EVRG) in Q3 2019, closing a stake of 2,075 shares — an estimated $125K sold.

Alpha Omega Wealth Management first reported a position in EVRG in Q2 2018 and held it in 5 quarters. The position peaked at $125K in Q2 2019. 589 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

Alpha Omega Wealth Management reported no remaining Evergy position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 2,075 Evergy shares in Q3 2019, an estimated $125K.
Alpha Omega Wealth Management first reported a position in Evergy in Q2 2018 and held it in 5 quarters.
Alpha Omega Wealth Management's Evergy position peaked at $125K in Q2 2019.
589 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.