Western Wealth Management’s Evergy EVRG Stock Holding History

Western Wealth Management’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 Q4	–	Sell	-3,979	Closed	-$268K	–	407
2019 Q3	$268K	Sell	3,979 -1,354	-25%	-$85.6K	0.06%	312
2019 Q2	$322K	Buy	5,333 +700	+15%	+$41K	0.04%	291
2019 Q1	$267K	Buy	4,633 +1,064	+30%	+$60.6K	0.06%	308
2018 Q4	$205K	Buy	+3,569	New	+$206K	0.06%	325

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

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

Western Wealth Management's EVRG Position: Q4 2019 in Review

Western Wealth Management sold out of Evergy (EVRG) in Q4 2019, closing a stake of 3,979 shares — an estimated $268K sold.

Western Wealth Management first reported a position in EVRG in Q4 2018 and held it in 4 quarters. The position peaked at $322K in Q2 2019. 600 funds tracked by Wall St. Rank hold EVRG as of Q4 2019.

Western Wealth Management reported no remaining Evergy position as of Q4 2019 after selling out during the quarter.
Western Wealth Management sold 3,979 Evergy shares in Q4 2019, an estimated $268K.
Western Wealth Management first reported a position in Evergy in Q4 2018 and held it in 4 quarters.
Western Wealth Management's Evergy position peaked at $322K in Q2 2019.
600 funds tracked by Wall St. Rank held Evergy as of Q4 2019.

Based on Western Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.