JOYN Advisors’s Evergy EVRG Stock Holding History

JOYN 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 Q1	–	Sell	-425	Closed	-$24K	–	517
2018 Q4	$24K	Buy	425 +57	+15%	+$3.29K	0.01%	593
2018 Q3	$20K	Sell	368 -19	-5%	-$1.07K	﹤0.01%	680
2018 Q2	$22K	Buy	+387	New	+$20.7K	﹤0.01%	641

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

CBOA

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

JOYN Advisors's EVRG Position: Q1 2019 in Review

JOYN Advisors sold out of Evergy (EVRG) in Q1 2019, closing a stake of 425 shares — an estimated $24K sold.

JOYN Advisors first reported a position in EVRG in Q2 2018 and held it in 3 quarters. The position peaked at $24K in Q4 2018. 574 funds tracked by Wall St. Rank hold EVRG as of Q1 2019.

JOYN Advisors reported no remaining Evergy position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 425 Evergy shares in Q1 2019, an estimated $24K.
JOYN Advisors first reported a position in Evergy in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Evergy position peaked at $24K in Q4 2018.
574 funds tracked by Wall St. Rank held Evergy as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.