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Beach Investment Management’s Evergy EVRG Stock Holding History

Beach Investment 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
Q1 		– Sell
-17,793
Closed -$1.01M – 39
2018
Q4 		$1.01M Hold
17,793
– – 2.25% 19
2018
Q3 		$977K Hold
17,793
– – 1.52% 30
2018
Q2 		$999K Buy
+17,793
New +$953K 1.65% 24

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Beach Investment Management's EVRG Position: Q1 2019 in Review

Beach Investment Management sold out of Evergy (EVRG) in Q1 2019, closing a stake of 17,793 shares — an estimated $1.01M sold.

Beach Investment Management first reported a position in EVRG in Q2 2018 and held it in 3 quarters. The position peaked at $1.01M in Q4 2018. 574 funds tracked by Wall St. Rank hold EVRG as of Q1 2019.

  • Beach Investment Management reported no remaining Evergy position as of Q1 2019 after selling out during the quarter.
  • Beach Investment Management sold 17,793 Evergy shares in Q1 2019, an estimated $1.01M.
  • Beach Investment Management first reported a position in Evergy in Q2 2018 and held it in 3 quarters.
  • Beach Investment Management's Evergy position peaked at $1.01M in Q4 2018.
  • 574 funds tracked by Wall St. Rank held Evergy as of Q1 2019.

Based on Beach Investment Management's 13F filing for Q1 2019, filed 29 Apr 2019.