APA
EPM icon

American Portfolios Advisors’s Evolution Petroleum EPM Stock Holding History

American Portfolios Advisors’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
Q2 		– Sell
-5,500
Closed -$37.1K – 2747
2019
Q1 		$37.1K Hold
5,500
– – ﹤0.01% 1310
2018
Q4 		$37.5K Buy
+5,500
New +$51.5K ﹤0.01% 1133

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

American Portfolios Advisors's EPM Position: Q2 2019 in Review

American Portfolios Advisors sold out of Evolution Petroleum (EPM) in Q2 2019, closing a stake of 5,500 shares — an estimated $37.1K sold.

American Portfolios Advisors first reported a position in EPM in Q4 2018 and held it in 2 quarters. The position peaked at $37.5K in Q4 2018. 113 funds tracked by Wall St. Rank hold EPM as of Q2 2019.

  • American Portfolios Advisors reported no remaining Evolution Petroleum position as of Q2 2019 after selling out during the quarter.
  • American Portfolios Advisors sold 5,500 Evolution Petroleum shares in Q2 2019, an estimated $37.1K.
  • American Portfolios Advisors first reported a position in Evolution Petroleum in Q4 2018 and held it in 2 quarters.
  • American Portfolios Advisors's Evolution Petroleum position peaked at $37.5K in Q4 2018.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2019.

Based on American Portfolios Advisors's 13F filing for Q2 2019, filed 24 Mar 2023.