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Squar Milner Financial Services’s Evergy EVRG Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-61
Closed -$3K – 367
2020
Q1 		$3K Hold
61
– – ﹤0.01% 640
2019
Q4 		$3K Buy
+61
New +$3.89K ﹤0.01% 689
2019
Q3 		– Sell
-78
Closed -$5K – 367
2019
Q2 		$5K Sell
78
-61
-44% -$3.57K ﹤0.01% 589
2019
Q1 		$8K Hold
139
– – 0.01% 560
2018
Q4 		$8K Hold
139
– – 0.01% 500
2018
Q3 		$8K Buy
+139
New +$7.86K 0.01% 539

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Squar Milner Financial Services's EVRG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Evergy (EVRG) in Q2 2020, closing a stake of 61 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in EVRG in Q3 2018 and held it in 6 quarters. The position peaked at $8K in Q1 2019. 580 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Evergy position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 61 Evergy shares in Q2 2020, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Evergy in Q3 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Evergy position peaked at $8K in Q1 2019.
  • 580 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.