Claro Advisors’s Evergy EVRG Stock Holding History

Claro 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	-24	Closed	-$1K	–	400
2018 Q4	$1K	Buy	+24	New	+$1.39K	﹤0.01%	1003

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

CBOA

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

Claro Advisors's EVRG Position: Q1 2019 in Review

Claro Advisors sold out of Evergy (EVRG) in Q1 2019, closing a stake of 24 shares — an estimated $1K sold.

Claro Advisors first reported a position in EVRG in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 574 funds tracked by Wall St. Rank hold EVRG as of Q1 2019.

Claro Advisors reported no remaining Evergy position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 24 Evergy shares in Q1 2019, an estimated $1K.
Claro Advisors first reported a position in Evergy in Q4 2018 and held it in 1 quarter.
Claro Advisors's Evergy position peaked at $1K in Q4 2018.
574 funds tracked by Wall St. Rank held Evergy as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.