Clear Perspective Advisors’s Evergy EVRG Stock Holding History

Clear Perspective 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 Q3	–	Sell	-56	Closed	-$17K	–	232
2018 Q2	$17K	Buy	+56	New	+$3K	0.01%	323

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

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Clear Perspective Advisors's EVRG Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Evergy (EVRG) in Q3 2018, closing a stake of 56 shares — an estimated $17K sold.

Clear Perspective Advisors first reported a position in EVRG in Q2 2018 and held it in 1 quarter. The position peaked at $17K in Q2 2018. 558 funds tracked by Wall St. Rank hold EVRG as of Q3 2018.

Clear Perspective Advisors reported no remaining Evergy position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 56 Evergy shares in Q3 2018, an estimated $17K.
Clear Perspective Advisors first reported a position in Evergy in Q2 2018 and held it in 1 quarter.
Clear Perspective Advisors's Evergy position peaked at $17K in Q2 2018.
558 funds tracked by Wall St. Rank held Evergy as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.