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Signature Wealth Management Group’s Evergy EVRG Stock Holding History

Signature Wealth Management Group’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
Q4 		– Sell
-101
Closed -$6K – 144
2018
Q3 		$6K Buy
101
+35
+53% +$1.98K ﹤0.01% 228
2018
Q2 		$4K Buy
+66
New +$3.54K ﹤0.01% 262

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Signature Wealth Management Group's EVRG Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Evergy (EVRG) in Q4 2018, closing a stake of 101 shares — an estimated $6K sold.

Signature Wealth Management Group first reported a position in EVRG in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 588 funds tracked by Wall St. Rank hold EVRG as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Evergy position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 101 Evergy shares in Q4 2018, an estimated $6K.
  • Signature Wealth Management Group first reported a position in Evergy in Q2 2018 and held it in 2 quarters.
  • Signature Wealth Management Group's Evergy position peaked at $6K in Q3 2018.
  • 588 funds tracked by Wall St. Rank held Evergy as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.