Claybrook Capital’s Evergy EVRG Stock Holding History

Claybrook Capital’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	–	Sell	-687	Closed	-$38K	–	775
2018 Q3	$38K	Hold	687	–	–	0.02%	118
2018 Q2	$39K	Buy	+687	New	+$36.8K	0.02%	117

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Claybrook Capital's EVRG Position: Q4 2018 in Review

Claybrook Capital sold out of Evergy (EVRG) in Q4 2018, closing a stake of 687 shares — an estimated $38K sold.

Claybrook Capital first reported a position in EVRG in Q2 2018 and held it in 2 quarters. The position peaked at $39K in Q2 2018. 588 funds tracked by Wall St. Rank hold EVRG as of Q4 2018.

Claybrook Capital reported no remaining Evergy position as of Q4 2018 after selling out during the quarter.
Claybrook Capital sold 687 Evergy shares in Q4 2018, an estimated $38K.
Claybrook Capital first reported a position in Evergy in Q2 2018 and held it in 2 quarters.
Claybrook Capital's Evergy position peaked at $39K in Q2 2018.
588 funds tracked by Wall St. Rank held Evergy as of Q4 2018.

Based on Claybrook Capital's 13F filing for Q4 2018, filed 14 Feb 2019.