Marino Stram & Associates’s Evergy EVRG Stock Holding History

Marino Stram & Associates’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
2018 Q4	–	Sell	-807	Closed	-$44K	–	634
2018 Q3	$44K	Hold	807	–	–	0.04%	176
2018 Q2	$45K	Buy	+807	New	+$43.2K	0.04%	171

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

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

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

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Marino Stram & Associates's EVRG Position: Q4 2018 in Review

Marino Stram & Associates sold out of Evergy (EVRG) in Q4 2018, closing a stake of 807 shares — an estimated $44K sold.

Marino Stram & Associates first reported a position in EVRG in Q2 2018 and held it in 2 quarters. The position peaked at $45K in Q2 2018. 588 funds tracked by Wall St. Rank hold EVRG as of Q4 2018.

Marino Stram & Associates reported no remaining Evergy position as of Q4 2018 after selling out during the quarter.
Marino Stram & Associates sold 807 Evergy shares in Q4 2018, an estimated $44K.
Marino Stram & Associates first reported a position in Evergy in Q2 2018 and held it in 2 quarters.
Marino Stram & Associates's Evergy position peaked at $45K in Q2 2018.
588 funds tracked by Wall St. Rank held Evergy as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.