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Cadence Capital Management’s Evergy EVRG Stock Holding History

Cadence Capital 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
2018
Q4 		– Sell
-10,298
Closed -$566K – 508
2018
Q3 		$566K Buy
10,298
+4,687
+84% +$265K 0.03% 478
2018
Q2 		$315K Buy
+5,611
New +$301K 0.02% 585

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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cadence Capital Management's EVRG Position: Q4 2018 in Review

Cadence Capital Management sold out of Evergy (EVRG) in Q4 2018, closing a stake of 10,298 shares — an estimated $566K sold.

Cadence Capital Management first reported a position in EVRG in Q2 2018 and held it in 2 quarters. The position peaked at $566K in Q3 2018. 588 funds tracked by Wall St. Rank hold EVRG as of Q4 2018.

  • Cadence Capital Management reported no remaining Evergy position as of Q4 2018 after selling out during the quarter.
  • Cadence Capital Management sold 10,298 Evergy shares in Q4 2018, an estimated $566K.
  • Cadence Capital Management first reported a position in Evergy in Q2 2018 and held it in 2 quarters.
  • Cadence Capital Management's Evergy position peaked at $566K in Q3 2018.
  • 588 funds tracked by Wall St. Rank held Evergy as of Q4 2018.

Based on Cadence Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.