USCA RIA’s Evergy EVRG Stock Holding History

USCA RIA’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 Q1	–	Sell	-47,608	Closed	-$3.1M	–	427
2019 Q4	$3.1M	Buy	47,608 +1,015	+2%	+$64.7K	0.28%	119
2019 Q3	$3.1M	Buy	46,593 +230	+0.5%	+$14.5K	0.3%	97
2019 Q2	$2.79M	Buy	+46,363	New	+$2.71M	0.28%	109

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USCA RIA's EVRG Position: Q1 2020 in Review

USCA RIA sold out of Evergy (EVRG) in Q1 2020, closing a stake of 47,608 shares — an estimated $3.1M sold.

USCA RIA first reported a position in EVRG in Q2 2019 and held it in 3 quarters. The position peaked at $3.1M in Q3 2019. 581 funds tracked by Wall St. Rank hold EVRG as of Q1 2020.

USCA RIA reported no remaining Evergy position as of Q1 2020 after selling out during the quarter.
USCA RIA sold 47,608 Evergy shares in Q1 2020, an estimated $3.1M.
USCA RIA first reported a position in Evergy in Q2 2019 and held it in 3 quarters.
USCA RIA's Evergy position peaked at $3.1M in Q3 2019.
581 funds tracked by Wall St. Rank held Evergy as of Q1 2020.

Based on USCA RIA's 13F filing for Q1 2020, filed 13 Apr 2020.