Avestar Capital’s Evergy EVRG Stock Holding History

Avestar Capital’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	-9	Closed	–	–	388
2019 Q2	$0	Hold	9	–	–	﹤0.01%	888
2019 Q1	$0	Hold	9	–	–	﹤0.01%	877
2018 Q4	$0	Hold	9	–	–	﹤0.01%	876
2018 Q3	$0	Sell	9 -26	-74%	-$1.47K	﹤0.01%	879
2018 Q2	$1K	Buy	+35	New	+$1.88K	﹤0.01%	754

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

Avestar Capital's EVRG Position: Q3 2019 in Review

Avestar Capital sold out of Evergy (EVRG) in Q3 2019, closing a stake of 9 shares.

Avestar Capital first reported a position in EVRG in Q2 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2018. 589 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

Avestar Capital reported no remaining Evergy position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 9 Evergy shares in Q3 2019.
Avestar Capital first reported a position in Evergy in Q2 2018 and held it in 5 quarters.
Avestar Capital's Evergy position peaked at $1K in Q2 2018.
589 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.