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Proficio Capital Partners’s Evergy EVRG Stock Holding History

Proficio Capital Partners’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
-947
Closed -$57K – 593
2019
Q2 		$57K Buy
947
+34
+4% +$1.99K 0.02% 326
2019
Q1 		$53K Sell
913
-1
-0.1% -$57 0.02% 327
2018
Q4 		$52K Sell
914
-898
-50% -$51.8K 0.02% 287
2018
Q3 		$100K Hold
1,812
– – 0.03% 201
2018
Q2 		$102K Buy
+1,812
New +$97.1K 0.04% 202

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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Proficio Capital Partners's EVRG Position: Q3 2019 in Review

Proficio Capital Partners sold out of Evergy (EVRG) in Q3 2019, closing a stake of 947 shares — an estimated $57K sold.

Proficio Capital Partners first reported a position in EVRG in Q2 2018 and held it in 5 quarters. The position peaked at $102K in Q2 2018. 589 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

  • Proficio Capital Partners reported no remaining Evergy position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 947 Evergy shares in Q3 2019, an estimated $57K.
  • Proficio Capital Partners first reported a position in Evergy in Q2 2018 and held it in 5 quarters.
  • Proficio Capital Partners's Evergy position peaked at $102K in Q2 2018.
  • 589 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.