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Institutional & Family Asset Management’s Evergy EVRG Stock Holding History

Institutional & Family Asset 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
2020
Q1 		– Sell
-2,160
Closed -$141K – 842
2019
Q4 		$141K Buy
+2,160
New +$138K 0.03% 197

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's EVRG Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Evergy (EVRG) in Q1 2020, closing a stake of 2,160 shares — an estimated $141K sold.

Institutional & Family Asset Management first reported a position in EVRG in Q4 2019 and held it in 1 quarter. The position peaked at $141K in Q4 2019. 581 funds tracked by Wall St. Rank hold EVRG as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Evergy position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2,160 Evergy shares in Q1 2020, an estimated $141K.
  • Institutional & Family Asset Management first reported a position in Evergy in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's Evergy position peaked at $141K in Q4 2019.
  • 581 funds tracked by Wall St. Rank held Evergy as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.