Doyle Wealth Management’s Evergy EVRG Stock Holding History

Doyle Wealth Management’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	-300	Closed	-$18K	–	365
2019 Q2	$18K	Buy	+300	New	+$17.6K	﹤0.01%	526

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Doyle Wealth Management's EVRG Position: Q3 2019 in Review

Doyle Wealth Management sold out of Evergy (EVRG) in Q3 2019, closing a stake of 300 shares — an estimated $18K sold.

Doyle Wealth Management first reported a position in EVRG in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 588 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

Doyle Wealth Management reported no remaining Evergy position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 300 Evergy shares in Q3 2019, an estimated $18K.
Doyle Wealth Management first reported a position in Evergy in Q2 2019 and held it in 1 quarter.
Doyle Wealth Management's Evergy position peaked at $18K in Q2 2019.
588 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.