AG
EPM icon

Aperio Group’s Evolution Petroleum EPM Stock Holding History

Aperio 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
Q3 		– Sell
-1,596
Closed -$11K – 2451
2019
Q2 		$11K Buy
+1,596
New +$10.8K ﹤0.01% 2772
2018
Q4 		– Sell
-19,772
Closed -$218K – 2303
2018
Q3 		$218K Sell
19,772
-994
-5% -$10.5K ﹤0.01% 2157
2018
Q2 		$205K Buy
+20,766
New +$191K ﹤0.01% 2159

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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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

Aperio Group's EPM Position: Q3 2019 in Review

Aperio Group sold out of Evolution Petroleum (EPM) in Q3 2019, closing a stake of 1,596 shares — an estimated $11K sold.

Aperio Group first reported a position in EPM in Q2 2018 and held it in 3 quarters. The position peaked at $218K in Q3 2018. 112 funds tracked by Wall St. Rank hold EPM as of Q3 2019.

  • Aperio Group reported no remaining Evolution Petroleum position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 1,596 Evolution Petroleum shares in Q3 2019, an estimated $11K.
  • Aperio Group first reported a position in Evolution Petroleum in Q2 2018 and held it in 3 quarters.
  • Aperio Group's Evolution Petroleum position peaked at $218K in Q3 2018.
  • 112 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.