Monroe Bank & Trust’s Evergy EVRG Stock Holding History

Monroe Bank & Trust’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	$248K	Hold	4,120	–	–	0.08%	99
2019 Q1	$239K	Hold	4,120	–	–	0.08%	101
2018 Q4	$234K	Hold	4,120	–	–	0.08%	97
2018 Q3	$226K	Buy	+4,120	New	+$233K	0.07%	100

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 $3.37T AUM 44.26% 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

Monroe Bank & Trust's EVRG Position: Q2 2019 in Review

Monroe Bank & Trust held its Evergy (EVRG) position steady in Q2 2019 at 4,120 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #99.

Monroe Bank & Trust first reported a position in EVRG in Q3 2018 and has held it in 4 quarters since. 567 funds tracked by Wall St. Rank hold EVRG as of Q2 2019.

Monroe Bank & Trust held 4,120 shares of Evergy worth $248K as of Q2 2019.
Monroe Bank & Trust left its Evergy share count unchanged in Q2 2019.
Evergy made up 0.08% of Monroe Bank & Trust's portfolio in Q2 2019, its #99 holding.
Monroe Bank & Trust first reported a position in Evergy in Q3 2018 and has held it in 4 quarters since.
567 funds tracked by Wall St. Rank held Evergy as of Q2 2019.

Based on Monroe Bank & Trust's 13F filing for Q2 2019, filed 29 Jul 2019.