Mosaic Family Wealth’s Evergy EVRG Stock Holding History

Mosaic Family Wealth’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	–	Sell	-397	Closed	-$23K	–	309
2019 Q1	$23K	Hold	397	–	–	0.01%	419
2018 Q4	$23K	Hold	397	–	–	0.01%	412
2018 Q3	$24K	Buy	+397	New	+$22.5K	0.01%	415

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

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

Mosaic Family Wealth's EVRG Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Evergy (EVRG) in Q2 2019, closing a stake of 397 shares — an estimated $23K sold.

Mosaic Family Wealth first reported a position in EVRG in Q3 2018 and held it in 3 quarters. The position peaked at $24K in Q3 2018. 567 funds tracked by Wall St. Rank hold EVRG as of Q2 2019.

Mosaic Family Wealth reported no remaining Evergy position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 397 Evergy shares in Q2 2019, an estimated $23K.
Mosaic Family Wealth first reported a position in Evergy in Q3 2018 and held it in 3 quarters.
Mosaic Family Wealth's Evergy position peaked at $24K in Q3 2018.
567 funds tracked by Wall St. Rank held Evergy as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.