RWA Wealth Partners’s Evergy EVRG Stock Holding History

RWA Wealth 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
2018 Q3	–	Sell	-1,794	Closed	-$101K	–	383
2018 Q2	$101K	Buy	+1,794	New	+$96.1K	0.01%	320

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RWA Wealth Partners's EVRG Position: Q3 2018 in Review

RWA Wealth Partners sold out of Evergy (EVRG) in Q3 2018, closing a stake of 1,794 shares — an estimated $101K sold.

RWA Wealth Partners first reported a position in EVRG in Q2 2018 and held it in 1 quarter. The position peaked at $101K in Q2 2018. 558 funds tracked by Wall St. Rank hold EVRG as of Q3 2018.

RWA Wealth Partners reported no remaining Evergy position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 1,794 Evergy shares in Q3 2018, an estimated $101K.
RWA Wealth Partners first reported a position in Evergy in Q2 2018 and held it in 1 quarter.
RWA Wealth Partners's Evergy position peaked at $101K in Q2 2018.
558 funds tracked by Wall St. Rank held Evergy as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.