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BB&T Securities’s Evergy EVRG Stock Holding History

BB&T Securities’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 		$259K Sell
3,678
-357
-9% -$22.6K ﹤0.01% 1386
2019
Q2 		$242K Sell
4,035
-616
-13% -$36K ﹤0.01% 1425
2019
Q1 		$269K Buy
+4,651
New +$265K ﹤0.01% 1347

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BB&T Securities's EVRG Position: Q3 2019 in Review

BB&T Securities reduced its Evergy (EVRG) stake by 8.8% in Q3 2019, selling an estimated $22.6K and leaving 3,678 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

BB&T Securities first reported a position in EVRG in Q1 2019 and has held it in 3 quarters since. The position peaked at $269K in Q1 2019. 589 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

  • BB&T Securities held 3,678 shares of Evergy worth $259K as of Q3 2019.
  • BB&T Securities sold 357 Evergy shares in Q3 2019, an estimated $22.6K.
  • Evergy made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1386 holding.
  • BB&T Securities first reported a position in Evergy in Q1 2019 and has held it in 3 quarters since.
  • BB&T Securities's Evergy position peaked at $269K in Q1 2019.
  • 589 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.