Capital Bank & Trust’s Evergy EVRG Stock Holding History

Capital Bank & Trust’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
2020 Q2	–	Sell	-151	Closed	-$8K	–	399
2020 Q1	$8K	Hold	151	–	–	﹤0.01%	562
2019 Q4	$10K	Hold	151	–	–	﹤0.01%	562
2019 Q3	$10K	Hold	151	–	–	﹤0.01%	553
2019 Q2	$9K	Hold	151	–	–	﹤0.01%	551
2019 Q1	$9K	Hold	151	–	–	﹤0.01%	536
2018 Q4	$9K	Hold	151	–	–	﹤0.01%	571
2018 Q3	$8K	Hold	151	–	–	﹤0.01%	681
2018 Q2	$8K	Buy	+151	New	+$8.09K	﹤0.01%	552

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Bank & Trust's EVRG Position: Q2 2020 in Review

Capital Bank & Trust sold out of Evergy (EVRG) in Q2 2020, closing a stake of 151 shares — an estimated $8K sold.

Capital Bank & Trust first reported a position in EVRG in Q2 2018 and held it in 8 quarters. The position peaked at $10K in Q4 2019. 580 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

Capital Bank & Trust reported no remaining Evergy position as of Q2 2020 after selling out during the quarter.
Capital Bank & Trust sold 151 Evergy shares in Q2 2020, an estimated $8K.
Capital Bank & Trust first reported a position in Evergy in Q2 2018 and held it in 8 quarters.
Capital Bank & Trust's Evergy position peaked at $10K in Q4 2019.
580 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.