Ladenburg Thalmann Financial Services’s Evergy EVRG Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$2.16M	Sell	33,321 -1,326	-4%	-$84.6K	0.01%	834
2019 Q3	$2.31M	Buy	34,647 +3,011	+10%	+$190K	0.02%	755
2019 Q2	$1.9M	Buy	31,636 +1,657	+6%	+$96.9K	0.01%	827
2019 Q1	$1.74M	Sell	29,979 -92	-0.3%	-$5.24K	0.01%	850
2018 Q4	$1.7M	Buy	30,071 +2,980	+11%	+$172K	0.02%	744
2018 Q3	$1.49M	Buy	+27,091	New	+$1.53M	0.01%	879

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EVRG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Evergy (EVRG) stake by 3.8% in Q4 2019, selling an estimated $84.6K and leaving 33,321 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #834.

Ladenburg Thalmann Financial Services first reported a position in EVRG in Q3 2018 and has held it in 6 quarters since. The position peaked at $2.31M in Q3 2019. 601 funds tracked by Wall St. Rank hold EVRG as of Q4 2019.

Ladenburg Thalmann Financial Services held 33,321 shares of Evergy worth $2.16M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 1,326 Evergy shares in Q4 2019, an estimated $84.6K.
Evergy made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #834 holding.
Ladenburg Thalmann Financial Services first reported a position in Evergy in Q3 2018 and has held it in 6 quarters since.
Ladenburg Thalmann Financial Services's Evergy position peaked at $2.31M in Q3 2019.
601 funds tracked by Wall St. Rank held Evergy as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.