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Advisor Group’s Evolution Petroleum EPM Stock Holding History

Advisor Group’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
2019
Q4 		$7K Hold
1,200
– – ﹤0.01% 4508
2019
Q3 		$7K Sell
1,200
-105
-8% -$641 ﹤0.01% 4500
2019
Q2 		$9K Sell
1,305
-998
-43% -$6.74K ﹤0.01% 4418
2019
Q1 		$16K Sell
2,303
-2,499
-52% -$18.2K ﹤0.01% 4088
2018
Q4 		$33K Buy
4,802
+1,502
+46% +$14.1K ﹤0.01% 3475
2018
Q3 		$36K Buy
3,300
+1,100
+50% +$11.6K ﹤0.01% 3511
2018
Q2 		$22K Buy
2,200
+1,000
+83% +$9.21K ﹤0.01% 3650
2018
Q1 		$10K Hold
1,200
– – ﹤0.01% 4069
2017
Q4 		$8K Hold
1,200
– – ﹤0.01% 4202
2017
Q3 		$9K Sell
1,200
-140
-10% -$1.06K ﹤0.01% 4036
2017
Q2 		$11K Sell
1,340
-187
-12% -$1.46K ﹤0.01% 3861
2017
Q1 		$12K Sell
1,527
-7,394
-83% -$63.1K ﹤0.01% 3678
2016
Q4 		$89K Buy
+8,921
New +$74.8K ﹤0.01% 2150

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Advisor Group's EPM Position: Q4 2019 in Review

Advisor Group held its Evolution Petroleum (EPM) position steady in Q4 2019 at 1,200 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #4508.

Advisor Group first reported a position in EPM in Q4 2016 and has held it in 13 quarters since. The position peaked at $89K in Q4 2016. 104 funds tracked by Wall St. Rank hold EPM as of Q4 2019.

  • Advisor Group held 1,200 shares of Evolution Petroleum worth $7K as of Q4 2019.
  • Advisor Group left its Evolution Petroleum share count unchanged in Q4 2019.
  • Evolution Petroleum made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4508 holding.
  • Advisor Group first reported a position in Evolution Petroleum in Q4 2016 and has held it in 13 quarters since.
  • Advisor Group's Evolution Petroleum position peaked at $89K in Q4 2016.
  • 104 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.