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Winthrop Partners - WNY’s Evergy EVRG Stock Holding History

Winthrop Partners - WNY’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
Q3 		$117K Hold
1,764
– – 0.08% 142
2019
Q2 		$106K Buy
1,764
+239
+16% +$14K 0.08% 123
2019
Q1 		$87.6K Hold
1,525
– – 0.07% 126
2018
Q4 		$86.6K Hold
1,525
– – 0.08% 127
2018
Q3 		$83.8K Hold
1,525
– – 0.07% 147
2018
Q2 		$85.6K Buy
+1,525
New +$81.7K 0.07% 150

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winthrop Partners - WNY's EVRG Position: Q3 2019 in Review

Winthrop Partners - WNY held its Evergy (EVRG) position steady in Q3 2019 at 1,764 shares worth $117K. The position accounts for 0.08% of the portfolio, ranked #142.

Winthrop Partners - WNY first reported a position in EVRG in Q2 2018 and has held it in 6 quarters since. 589 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

  • Winthrop Partners - WNY held 1,764 shares of Evergy worth $117K as of Q3 2019.
  • Winthrop Partners - WNY left its Evergy share count unchanged in Q3 2019.
  • Evergy made up 0.08% of Winthrop Partners - WNY's portfolio in Q3 2019, its #142 holding.
  • Winthrop Partners - WNY first reported a position in Evergy in Q2 2018 and has held it in 6 quarters since.
  • 589 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.