Boston Advisors’s Evergy EVRG Stock Holding History

Boston 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 Q3	$399K	Hold	6,000	–	–	0.02%	481
2019 Q2	$361K	Hold	6,000	–	–	0.02%	527
2019 Q1	$348K	Hold	6,000	–	–	0.02%	530
2018 Q4	$341K	Hold	6,000	–	–	0.02%	512
2018 Q3	$330K	Hold	6,000	–	–	0.01%	544
2018 Q2	$337K	Buy	+6,000	New	+$321K	0.01%	564

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Advisors's EVRG Position: Q3 2019 in Review

Boston Advisors held its Evergy (EVRG) position steady in Q3 2019 at 6,000 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #481.

Boston Advisors first reported a position in EVRG in Q2 2018 and has held it in 6 quarters since. 588 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

Boston Advisors held 6,000 shares of Evergy worth $399K as of Q3 2019.
Boston Advisors left its Evergy share count unchanged in Q3 2019.
Evergy made up 0.02% of Boston Advisors's portfolio in Q3 2019, its #481 holding.
Boston Advisors first reported a position in Evergy in Q2 2018 and has held it in 6 quarters since.
588 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.