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Advantage Investment Management’s Evolution Petroleum EPM Stock Holding History

Advantage Investment Management’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$1K – 971
2018
Q1 		$1K Hold
100
– – ﹤0.01% 950
2017
Q4 		$1K Buy
+100
New +$703 ﹤0.01% 958
2015
Q2 		– Sell
-500
Closed -$3K – 862
2015
Q1 		$3K Hold
500
– – ﹤0.01% 739
2014
Q4 		$4K Buy
+500
New +$4.19K ﹤0.01% 635

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advantage Investment Management's EPM Position: Q2 2018 in Review

Advantage Investment Management sold out of Evolution Petroleum (EPM) in Q2 2018, closing a stake of 100 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in EPM in Q4 2014 and held it in 4 quarters. The position peaked at $4K in Q4 2014. 112 funds tracked by Wall St. Rank hold EPM as of Q2 2018.

  • Advantage Investment Management reported no remaining Evolution Petroleum position as of Q2 2018 after selling out during the quarter.
  • Advantage Investment Management sold 100 Evolution Petroleum shares in Q2 2018, an estimated $1K.
  • Advantage Investment Management first reported a position in Evolution Petroleum in Q4 2014 and held it in 4 quarters.
  • Advantage Investment Management's Evolution Petroleum position peaked at $4K in Q4 2014.
  • 112 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2018.

Based on Advantage Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.