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American Investment Services’s Evergy EVRG Stock Holding History

American Investment Services’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
Q1 		– Sell
-26,430
Closed -$1.5M – 131
2018
Q4 		$1.5M Sell
26,430
-14,988
-36% -$865K 0.53% 28
2018
Q3 		$2.27M Hold
41,418
– – 0.77% 21
2018
Q2 		$2.33M Buy
+41,418
New +$2.22M 0.8% 21

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

American Investment Services's EVRG Position: Q1 2019 in Review

American Investment Services sold out of Evergy (EVRG) in Q1 2019, closing a stake of 26,430 shares — an estimated $1.5M sold.

American Investment Services first reported a position in EVRG in Q2 2018 and held it in 3 quarters. The position peaked at $2.33M in Q2 2018. 574 funds tracked by Wall St. Rank hold EVRG as of Q1 2019.

  • American Investment Services reported no remaining Evergy position as of Q1 2019 after selling out during the quarter.
  • American Investment Services sold 26,430 Evergy shares in Q1 2019, an estimated $1.5M.
  • American Investment Services first reported a position in Evergy in Q2 2018 and held it in 3 quarters.
  • American Investment Services's Evergy position peaked at $2.33M in Q2 2018.
  • 574 funds tracked by Wall St. Rank held Evergy as of Q1 2019.

Based on American Investment Services's 13F filing for Q1 2019, filed 6 May 2019.