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Berman Capital Advisors’s Evolution Petroleum EPM Stock Holding History

Berman Capital 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
2020
Q4 		– Sell
-252
Closed – – 1707
2020
Q3 		$0 Hold
252
– – ﹤0.01% 1640
2020
Q2 		$0 Sell
252
-910
-78% -$2.44K ﹤0.01% 1659
2020
Q1 		$3K Buy
1,162
+996
+600% +$4.51K ﹤0.01% 1023
2019
Q4 		$0 Hold
166
– – ﹤0.01% 1483
2019
Q3 		$0 Buy
+166
New +$1.01K ﹤0.01% 1472

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RRAM
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AR
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
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NSIM
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AMI
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Berman Capital Advisors's EPM Position: Q4 2020 in Review

Berman Capital Advisors sold out of Evolution Petroleum (EPM) in Q4 2020, closing a stake of 252 shares.

Berman Capital Advisors first reported a position in EPM in Q3 2019 and held it in 5 quarters. The position peaked at $3K in Q1 2020. 80 funds tracked by Wall St. Rank hold EPM as of Q4 2020.

  • Berman Capital Advisors reported no remaining Evolution Petroleum position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 252 Evolution Petroleum shares in Q4 2020.
  • Berman Capital Advisors first reported a position in Evolution Petroleum in Q3 2019 and held it in 5 quarters.
  • Berman Capital Advisors's Evolution Petroleum position peaked at $3K in Q1 2020.
  • 80 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.