Bruderman Asset Management’s Evergy EVRG Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-299	Closed	-$17K	–	241
2019 Q1	$17K	Hold	299	–	–	﹤0.01%	386
2018 Q4	$17K	Buy	+299	New	+$17.3K	﹤0.01%	370

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

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

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

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

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

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

Bruderman Asset Management's EVRG Position: Q2 2019 in Review

Bruderman Asset Management sold out of Evergy (EVRG) in Q2 2019, closing a stake of 299 shares — an estimated $17K sold.

Bruderman Asset Management first reported a position in EVRG in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 567 funds tracked by Wall St. Rank hold EVRG as of Q2 2019.

Bruderman Asset Management reported no remaining Evergy position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 299 Evergy shares in Q2 2019, an estimated $17K.
Bruderman Asset Management first reported a position in Evergy in Q4 2018 and held it in 2 quarters.
Bruderman Asset Management's Evergy position peaked at $17K in Q1 2019.
567 funds tracked by Wall St. Rank held Evergy as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.