Dubuque Bank & Trust’s Evergy EVRG Stock Holding History

Dubuque Bank & Trust’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 Q2	–	Sell	-166	Closed	-$10K	–	311
2019 Q1	$10K	Hold	166	–	–	﹤0.01%	461
2018 Q4	$9K	Sell	166 -2,000	-92%	-$115K	﹤0.01%	443
2018 Q3	$119K	Buy	+2,166	New	+$123K	0.02%	191

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 $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

CBOA

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

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

Dubuque Bank & Trust's EVRG Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Evergy (EVRG) in Q2 2019, closing a stake of 166 shares — an estimated $10K sold.

Dubuque Bank & Trust first reported a position in EVRG in Q3 2018 and held it in 3 quarters. The position peaked at $119K in Q3 2018. 567 funds tracked by Wall St. Rank hold EVRG as of Q2 2019.

Dubuque Bank & Trust reported no remaining Evergy position as of Q2 2019 after selling out during the quarter.
Dubuque Bank & Trust sold 166 Evergy shares in Q2 2019, an estimated $10K.
Dubuque Bank & Trust first reported a position in Evergy in Q3 2018 and held it in 3 quarters.
Dubuque Bank & Trust's Evergy position peaked at $119K in Q3 2018.
567 funds tracked by Wall St. Rank held Evergy as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.