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Paragon Capital Management (Kansas)’s Evergy EVRG Stock Holding History

Paragon Capital Management (Kansas)’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
Q3 		– Sell
-410
Closed -$25K – 111
2019
Q2 		$25K Hold
410
– – 0.01% 117
2019
Q1 		$24K Buy
+410
New +$23.3K 0.01% 124

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paragon Capital Management (Kansas)'s EVRG Position: Q3 2019 in Review

Paragon Capital Management (Kansas) sold out of Evergy (EVRG) in Q3 2019, closing a stake of 410 shares — an estimated $25K sold.

Paragon Capital Management (Kansas) first reported a position in EVRG in Q1 2019 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 588 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

  • Paragon Capital Management (Kansas) reported no remaining Evergy position as of Q3 2019 after selling out during the quarter.
  • Paragon Capital Management (Kansas) sold 410 Evergy shares in Q3 2019, an estimated $25K.
  • Paragon Capital Management (Kansas) first reported a position in Evergy in Q1 2019 and held it in 2 quarters.
  • Paragon Capital Management (Kansas)'s Evergy position peaked at $25K in Q2 2019.
  • 588 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Paragon Capital Management (Kansas)'s 13F filing for Q3 2019, filed 31 Oct 2019.