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Oakbrook Investments’s Evergy EVRG Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-6,647
Closed -$433K – 230
2019
Q4 		$433K Sell
6,647
-3,600
-35% -$230K 0.09% 369
2019
Q3 		$682K Sell
10,247
-2,000
-16% -$127K 0.04% 322
2019
Q2 		$737K Sell
12,247
-910
-7% -$53.2K 0.04% 316
2019
Q1 		$764K Sell
13,157
-700
-5% -$39.8K 0.05% 301
2018
Q4 		$787K Sell
13,857
-1,803
-12% -$104K 0.05% 271
2018
Q3 		$860K Buy
15,660
+4,339
+38% +$245K 0.05% 326
2018
Q2 		$636K Buy
+11,321
New +$606K 0.04% 299

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oakbrook Investments's EVRG Position: Q1 2020 in Review

Oakbrook Investments sold out of Evergy (EVRG) in Q1 2020, closing a stake of 6,647 shares — an estimated $433K sold.

Oakbrook Investments first reported a position in EVRG in Q2 2018 and held it in 7 quarters. The position peaked at $860K in Q3 2018. 581 funds tracked by Wall St. Rank hold EVRG as of Q1 2020.

  • Oakbrook Investments reported no remaining Evergy position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 6,647 Evergy shares in Q1 2020, an estimated $433K.
  • Oakbrook Investments first reported a position in Evergy in Q2 2018 and held it in 7 quarters.
  • Oakbrook Investments's Evergy position peaked at $860K in Q3 2018.
  • 581 funds tracked by Wall St. Rank held Evergy as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.