Archford Capital Strategies’s Evergy EVRG Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-17	Closed	-$1K	–	572
2018 Q2	$1K	Buy	+17	New	+$911	﹤0.01%	625

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

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

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

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

CBOA

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Archford Capital Strategies's EVRG Position: Q3 2018 in Review

Archford Capital Strategies sold out of Evergy (EVRG) in Q3 2018, closing a stake of 17 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in EVRG in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 558 funds tracked by Wall St. Rank hold EVRG as of Q3 2018.

Archford Capital Strategies reported no remaining Evergy position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 17 Evergy shares in Q3 2018, an estimated $1K.
Archford Capital Strategies first reported a position in Evergy in Q2 2018 and held it in 1 quarter.
Archford Capital Strategies's Evergy position peaked at $1K in Q2 2018.
558 funds tracked by Wall St. Rank held Evergy as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.