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Castleton Investment Management’s Evergy EVRG Stock Holding History

Castleton 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
-7,714
Closed -$438K – 52
2018
Q4 		$438K Sell
7,714
-192,621
-96% -$11.1M 0.21% 44
2018
Q3 		$11M Sell
200,335
-86,707
-30% -$4.9M 4.22% 9
2018
Q2 		$16.1M Buy
+287,042
New +$15.4M 5.35% 6

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

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

Castleton Investment Management sold out of Evergy (EVRG) in Q1 2019, closing a stake of 7,714 shares — an estimated $438K sold.

Castleton Investment Management first reported a position in EVRG in Q2 2018 and held it in 3 quarters. The position peaked at $16.1M in Q2 2018. 574 funds tracked by Wall St. Rank hold EVRG as of Q1 2019.

  • Castleton Investment Management reported no remaining Evergy position as of Q1 2019 after selling out during the quarter.
  • Castleton Investment Management sold 7,714 Evergy shares in Q1 2019, an estimated $438K.
  • Castleton Investment Management first reported a position in Evergy in Q2 2018 and held it in 3 quarters.
  • Castleton Investment Management's Evergy position peaked at $16.1M in Q2 2018.
  • 574 funds tracked by Wall St. Rank held Evergy as of Q1 2019.

Based on Castleton Investment Management's 13F filing for Q1 2019, filed 15 May 2019.