Avantax Planning Partners’s Evergy EVRG Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-1,179	Closed	-$65K	–	559
2018 Q3	$65K	Buy	+1,179	New	+$66.7K	0.01%	432

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Avantax Planning Partners's EVRG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Evergy (EVRG) in Q4 2018, closing a stake of 1,179 shares — an estimated $65K sold.

Avantax Planning Partners first reported a position in EVRG in Q3 2018 and held it in 1 quarter. The position peaked at $65K in Q3 2018. 588 funds tracked by Wall St. Rank hold EVRG as of Q4 2018.

Avantax Planning Partners reported no remaining Evergy position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,179 Evergy shares in Q4 2018, an estimated $65K.
Avantax Planning Partners first reported a position in Evergy in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's Evergy position peaked at $65K in Q3 2018.
588 funds tracked by Wall St. Rank held Evergy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.