SHA
EVRG icon

Shelter Harbor Advisors’s Evergy EVRG Stock Holding History

Shelter Harbor Advisors’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
-75,000
Closed -$4.35M – 23
2019
Q1 		$4.35M Buy
+75,000
New +$4.27M 2.21% 18
2018
Q3 		– Sell
-175,000
Closed -$9.83M – 23
2018
Q2 		$9.83M Buy
+175,000
New +$9.37M 6.16% 6

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shelter Harbor Advisors's EVRG Position: Q2 2019 in Review

Shelter Harbor Advisors sold out of Evergy (EVRG) in Q2 2019, closing a stake of 75,000 shares — an estimated $4.35M sold.

Shelter Harbor Advisors first reported a position in EVRG in Q2 2018 and held it in 2 quarters. The position peaked at $9.83M in Q2 2018. 567 funds tracked by Wall St. Rank hold EVRG as of Q2 2019.

  • Shelter Harbor Advisors reported no remaining Evergy position as of Q2 2019 after selling out during the quarter.
  • Shelter Harbor Advisors sold 75,000 Evergy shares in Q2 2019, an estimated $4.35M.
  • Shelter Harbor Advisors first reported a position in Evergy in Q2 2018 and held it in 2 quarters.
  • Shelter Harbor Advisors's Evergy position peaked at $9.83M in Q2 2018.
  • 567 funds tracked by Wall St. Rank held Evergy as of Q2 2019.

Based on Shelter Harbor Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.