IBEX Wealth Advisors’s Evergy EVRG Stock Holding History

IBEX Wealth 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
2019 Q3	–	Sell	-262	Closed	-$15K	–	160
2019 Q2	$15K	Buy	+262	New	+$15.3K	﹤0.01%	301

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

IBEX Wealth Advisors's EVRG Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Evergy (EVRG) in Q3 2019, closing a stake of 262 shares — an estimated $15K sold.

IBEX Wealth Advisors first reported a position in EVRG in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 588 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

IBEX Wealth Advisors reported no remaining Evergy position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 262 Evergy shares in Q3 2019, an estimated $15K.
IBEX Wealth Advisors first reported a position in Evergy in Q2 2019 and held it in 1 quarter.
IBEX Wealth Advisors's Evergy position peaked at $15K in Q2 2019.
588 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.