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Measured Wealth Private Client Group’s Evergy EVRG Stock Holding History

Measured Wealth Private Client Group’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
-28
Closed -$2K – 286
2018
Q3 		$2K Buy
+28
New +$1.58K ﹤0.01% 766

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Measured Wealth Private Client Group's EVRG Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Evergy (EVRG) in Q4 2018, closing a stake of 28 shares — an estimated $2K sold.

Measured Wealth Private Client Group first reported a position in EVRG in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 588 funds tracked by Wall St. Rank hold EVRG as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Evergy position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 28 Evergy shares in Q4 2018, an estimated $2K.
  • Measured Wealth Private Client Group first reported a position in Evergy in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Evergy position peaked at $2K in Q3 2018.
  • 588 funds tracked by Wall St. Rank held Evergy as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.