APSP
EVRG icon

Asset Planning Services (Pennsylvania)’s Evergy EVRG Stock Holding History

Asset Planning Services (Pennsylvania)’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
-11
Closed -$1K – 269
2018
Q2 		$1K Buy
+11
New +$589 ﹤0.01% 254

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s EVRG Position: Q3 2018 in Review

Asset Planning Services (Pennsylvania) sold out of Evergy (EVRG) in Q3 2018, closing a stake of 11 shares — an estimated $1K sold.

Asset Planning Services (Pennsylvania) 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.

  • Asset Planning Services (Pennsylvania) reported no remaining Evergy position as of Q3 2018 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 11 Evergy shares in Q3 2018, an estimated $1K.
  • Asset Planning Services (Pennsylvania) first reported a position in Evergy in Q2 2018 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Evergy position peaked at $1K in Q2 2018.
  • 558 funds tracked by Wall St. Rank held Evergy as of Q3 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2018, filed 9 Nov 2018.