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BlackRock Advisors’s Evolution Petroleum EPM Stock Holding History

BlackRock 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
2016
Q4 		$1.32M Buy
132,262
+1,494
+1% +$12.5K ﹤0.01% 1717
2016
Q3 		$821K Sell
130,768
-25,263
-16% -$145K ﹤0.01% 1924
2016
Q2 		$853K Sell
156,031
-2,010
-1% -$10.8K ﹤0.01% 1835
2016
Q1 		$768K Sell
158,041
-1,320
-0.8% -$5.93K ﹤0.01% 1873
2015
Q4 		$767K Sell
159,361
-1,229
-0.8% -$7.45K ﹤0.01% 1857
2015
Q3 		$891K Sell
160,590
-4,436
-3% -$24.6K ﹤0.01% 1771
2015
Q2 		$1.09M Buy
165,026
+95,816
+138% +$655K ﹤0.01% 1603
2015
Q1 		$412K Buy
69,210
+55,802
+416% +$375K ﹤0.01% 2228
2014
Q4 		$100K Sell
13,408
-762
-5% -$6.39K ﹤0.01% 3041
2014
Q3 		$130K Hold
14,170
– – ﹤0.01% 2856
2014
Q2 		$155K Sell
14,170
-224
-2% -$2.57K ﹤0.01% 2796
2014
Q1 		$183K Sell
14,394
-19,937
-58% -$255K ﹤0.01% 2690
2013
Q4 		$424K Sell
34,331
-3,634
-10% -$43.8K ﹤0.01% 2153
2013
Q3 		$427K Buy
37,965
+14,971
+65% +$173K ﹤0.01% 2039
2013
Q2 		$251K Buy
+22,994
New +$238K ﹤0.01% 2333

Other funds holding EPM

JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

BlackRock Advisors's EPM Position: Q4 2016 in Review

BlackRock Advisors increased its Evolution Petroleum (EPM) stake by 1.1% in Q4 2016, buying an estimated $12.5K and bringing the position to 132,262 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

BlackRock Advisors first reported a position in EPM in Q2 2013 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold EPM as of Q4 2016.

  • BlackRock Advisors held 132,262 shares of Evolution Petroleum worth $1.32M as of Q4 2016.
  • BlackRock Advisors bought 1,494 Evolution Petroleum shares in Q4 2016, an estimated $12.5K.
  • Evolution Petroleum made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #1717 holding.
  • BlackRock Advisors first reported a position in Evolution Petroleum in Q2 2013 and has held it in 15 quarters since.
  • 99 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.