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Clarfeld Financial Advisors’s Evergy EVRG Stock Holding History

Clarfeld Financial 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
2018
Q4 		$4K Buy
+68
New +$3.92K ﹤0.01% 360

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Clarfeld Financial Advisors's EVRG Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Evergy (EVRG) in Q4 2018: 68 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings.

588 funds tracked by Wall St. Rank hold EVRG as of Q4 2018.

  • Clarfeld Financial Advisors held 68 shares of Evergy worth $4K as of Q4 2018.
  • Evergy was a new Clarfeld Financial Advisors position in Q4 2018.
  • Evergy made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #360 holding.
  • 588 funds tracked by Wall St. Rank held Evergy as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.