Boston Partners
EPM icon

Boston Partners’s Evolution Petroleum EPM Stock Holding History

Boston Partners’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
2014
Q4 		– Sell
-55,100
Closed -$506K – 730
2014
Q3 		$506K Hold
55,100
– – ﹤0.01% 696
2014
Q2 		$603K Hold
55,100
– – ﹤0.01% 684
2014
Q1 		$701K Sell
55,100
-240,850
-81% -$3.08M ﹤0.01% 674
2013
Q4 		$3.65M Buy
+295,950
New +$3.56M 0.01% 549

Other funds holding EPM

JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Boston Partners's EPM Position: Q4 2014 in Review

Boston Partners sold out of Evolution Petroleum (EPM) in Q4 2014, closing a stake of 55,100 shares — an estimated $506K sold.

Boston Partners first reported a position in EPM in Q4 2013 and held it in 4 quarters. The position peaked at $3.65M in Q4 2013. 86 funds tracked by Wall St. Rank hold EPM as of Q4 2014.

  • Boston Partners reported no remaining Evolution Petroleum position as of Q4 2014 after selling out during the quarter.
  • Boston Partners sold 55,100 Evolution Petroleum shares in Q4 2014, an estimated $506K.
  • Boston Partners first reported a position in Evolution Petroleum in Q4 2013 and held it in 4 quarters.
  • Boston Partners's Evolution Petroleum position peaked at $3.65M in Q4 2013.
  • 86 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2014.

Based on Boston Partners's 13F filing for Q4 2014, filed 9 Feb 2015.