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Cornerstone Advisors (Washington)’s Evergy EVRG Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-199
Closed -$12K – 1018
2019
Q2 		$12K Hold
199
– – ﹤0.01% 740
2019
Q1 		$12K Sell
199
-15
-7% -$854 ﹤0.01% 686
2018
Q4 		$12K Buy
214
+15
+8% +$866 ﹤0.01% 604
2018
Q3 		$11K Sell
199
-62
-24% -$3.51K 0.01% 625
2018
Q2 		$15K Buy
+261
New +$14K 0.01% 551

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cornerstone Advisors (Washington)'s EVRG Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Evergy (EVRG) in Q3 2019, closing a stake of 199 shares — an estimated $12K sold.

Cornerstone Advisors (Washington) first reported a position in EVRG in Q2 2018 and held it in 5 quarters. The position peaked at $15K in Q2 2018. 589 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Evergy position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 199 Evergy shares in Q3 2019, an estimated $12K.
  • Cornerstone Advisors (Washington) first reported a position in Evergy in Q2 2018 and held it in 5 quarters.
  • Cornerstone Advisors (Washington)'s Evergy position peaked at $15K in Q2 2018.
  • 589 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.