BDO Wealth Advisors’s Evergy EVRG Stock Holding History

BDO Wealth Advisors’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 Q1	–	Sell	-1,196	Closed	-$68K	–	625
2018 Q4	$68K	Hold	1,196	–	–	0.02%	230
2018 Q3	$66K	Hold	1,196	–	–	0.02%	260
2018 Q2	$67K	Buy	+1,196	New	+$64.1K	0.02%	258

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

BDO Wealth Advisors's EVRG Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Evergy (EVRG) in Q1 2019, closing a stake of 1,196 shares — an estimated $68K sold.

BDO Wealth Advisors first reported a position in EVRG in Q2 2018 and held it in 3 quarters. The position peaked at $68K in Q4 2018. 574 funds tracked by Wall St. Rank hold EVRG as of Q1 2019.

BDO Wealth Advisors reported no remaining Evergy position as of Q1 2019 after selling out during the quarter.
BDO Wealth Advisors sold 1,196 Evergy shares in Q1 2019, an estimated $68K.
BDO Wealth Advisors first reported a position in Evergy in Q2 2018 and held it in 3 quarters.
BDO Wealth Advisors's Evergy position peaked at $68K in Q4 2018.
574 funds tracked by Wall St. Rank held Evergy as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.