Crow Point Partners’s Evergy EVRG Stock Holding History

Crow Point Partners’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 Q4	–	Sell	-59,810	Closed	-$3.98M	–	97
2019 Q3	$3.98M	Hold	59,810	–	–	0.58%	34
2019 Q2	$3.6M	Hold	59,810	–	–	0.58%	29
2019 Q1	$3.47M	Hold	59,810	–	–	0.59%	29
2018 Q4	$3.38M	Hold	59,810	–	–	0.63%	27
2018 Q3	$3.29M	Sell	59,810 -125,601	-68%	-$7.1M	0.56%	28
2018 Q2	$10.3M	Buy	+185,411	New	+$9.93M	1.93%	19

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crow Point Partners's EVRG Position: Q4 2019 in Review

Crow Point Partners sold out of Evergy (EVRG) in Q4 2019, closing a stake of 59,810 shares — an estimated $3.98M sold.

Crow Point Partners first reported a position in EVRG in Q2 2018 and held it in 6 quarters. The position peaked at $10.3M in Q2 2018. 601 funds tracked by Wall St. Rank hold EVRG as of Q4 2019.

Crow Point Partners reported no remaining Evergy position as of Q4 2019 after selling out during the quarter.
Crow Point Partners sold 59,810 Evergy shares in Q4 2019, an estimated $3.98M.
Crow Point Partners first reported a position in Evergy in Q2 2018 and held it in 6 quarters.
Crow Point Partners's Evergy position peaked at $10.3M in Q2 2018.
601 funds tracked by Wall St. Rank held Evergy as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.