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AIM
Advantage Investment Management’s
Evolution Petroleum
EPM
Stock Holding History
Advantage Investment Management’s Portfolio
EPM Stock Details
EPM Fund Activity
Bought
Maintained
Sold
Shares
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
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30.48%
1-Year Est. Return
JA
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$14.6M AUM
82.81%
1-Year Est. Return
AR
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$813M AUM
36.71%
1-Year Est. Return
ACH
ArrowMark Colorado Holdings
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$3.76B AUM
21.77%
1-Year Est. Return
Renaissance Technologies
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$63.9B AUM
45.56%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
WA
WealthTrust Axiom
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$406M AUM
40.44%
1-Year Est. Return
RRAM
River Road Asset Management
Louisville, Kentucky
$8.82B AUM
7.52%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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