KWMG LLC’s Evergy EVRG Stock Holding History

KWMG LLC’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	-545	Closed	-$32K	–	222
2019 Q1	$32K	Buy	545 +2	+0.4%	+$114	0.01%	197
2018 Q4	$31K	Buy	543 +2	+0.4%	+$115	0.01%	196
2018 Q3	$30K	Buy	541 +333	+160%	+$18.8K	0.01%	199
2018 Q2	$12K	Buy	+208	New	+$11.1K	﹤0.01%	266

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

KWMG LLC's EVRG Position: Q2 2019 in Review

KWMG LLC sold out of Evergy (EVRG) in Q2 2019, closing a stake of 545 shares — an estimated $32K sold.

KWMG LLC first reported a position in EVRG in Q2 2018 and held it in 4 quarters. The position peaked at $32K in Q1 2019. 567 funds tracked by Wall St. Rank hold EVRG as of Q2 2019.

KWMG LLC reported no remaining Evergy position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 545 Evergy shares in Q2 2019, an estimated $32K.
KWMG LLC first reported a position in Evergy in Q2 2018 and held it in 4 quarters.
KWMG LLC's Evergy position peaked at $32K in Q1 2019.
567 funds tracked by Wall St. Rank held Evergy as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.