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Northwest Wealth Management’s Evergy EVRG Stock Holding History

Northwest 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
2019
Q2 		– Sell
-1,433
Closed -$83K – 222
2019
Q1 		$83K Buy
1,433
+3
+0.2% +$171 0.06% 175
2018
Q4 		$81K Buy
1,430
+2
+0.1% +$115 0.07% 165
2018
Q3 		$78K Buy
1,428
+2
+0.1% +$113 0.06% 177
2018
Q2 		$80K Buy
+1,426
New +$76.4K 0.06% 169

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwest Wealth Management's EVRG Position: Q2 2019 in Review

Northwest Wealth Management sold out of Evergy (EVRG) in Q2 2019, closing a stake of 1,433 shares — an estimated $83K sold.

Northwest Wealth Management first reported a position in EVRG in Q2 2018 and held it in 4 quarters. The position peaked at $83K in Q1 2019. 567 funds tracked by Wall St. Rank hold EVRG as of Q2 2019.

  • Northwest Wealth Management reported no remaining Evergy position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 1,433 Evergy shares in Q2 2019, an estimated $83K.
  • Northwest Wealth Management first reported a position in Evergy in Q2 2018 and held it in 4 quarters.
  • Northwest Wealth Management's Evergy position peaked at $83K in Q1 2019.
  • 567 funds tracked by Wall St. Rank held Evergy as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.