MBE Wealth Management’s Evergy EVRG Stock Holding History

MBE Wealth 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 Q2	–	Sell	-121	Closed	-$6K	–	192
2020 Q1	$6K	Buy	+121	New	+$7.95K	0.01%	352

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MBE Wealth Management's EVRG Position: Q2 2020 in Review

MBE Wealth Management sold out of Evergy (EVRG) in Q2 2020, closing a stake of 121 shares — an estimated $6K sold.

MBE Wealth Management first reported a position in EVRG in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 579 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

MBE Wealth Management reported no remaining Evergy position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 121 Evergy shares in Q2 2020, an estimated $6K.
MBE Wealth Management first reported a position in Evergy in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Evergy position peaked at $6K in Q1 2020.
579 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.