WealthTrust-Arizona’s Evergy EVRG Stock Holding History

WealthTrust-Arizona’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	$1K	Hold	17	–	–	﹤0.01%	617
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	642
2018 Q2	$1K	Buy	+17	New	+$911	﹤0.01%	623

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WealthTrust-Arizona's EVRG Position: Q4 2018 in Review

WealthTrust-Arizona held its Evergy (EVRG) position steady in Q4 2018 at 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

WealthTrust-Arizona first reported a position in EVRG in Q2 2018 and has held it in 3 quarters since. 588 funds tracked by Wall St. Rank hold EVRG as of Q4 2018.

WealthTrust-Arizona held 17 shares of Evergy worth $1K as of Q4 2018.
WealthTrust-Arizona left its Evergy share count unchanged in Q4 2018.
Evergy made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #617 holding.
WealthTrust-Arizona first reported a position in Evergy in Q2 2018 and has held it in 3 quarters since.
588 funds tracked by Wall St. Rank held Evergy as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.