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Bowling Portfolio Management’s Evolution Petroleum EPM Stock Holding History

Bowling Portfolio Management’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
-86,103
Closed -$581K – 342
2019
Q1 		$581K Sell
86,103
-152
-0.2% -$1.11K 0.09% 277
2018
Q4 		$588K Buy
+86,255
New +$808K 0.1% 265

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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

Bowling Portfolio Management's EPM Position: Q2 2019 in Review

Bowling Portfolio Management sold out of Evolution Petroleum (EPM) in Q2 2019, closing a stake of 86,103 shares — an estimated $581K sold.

Bowling Portfolio Management first reported a position in EPM in Q4 2018 and held it in 2 quarters. The position peaked at $588K in Q4 2018. 113 funds tracked by Wall St. Rank hold EPM as of Q2 2019.

  • Bowling Portfolio Management reported no remaining Evolution Petroleum position as of Q2 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 86,103 Evolution Petroleum shares in Q2 2019, an estimated $581K.
  • Bowling Portfolio Management first reported a position in Evolution Petroleum in Q4 2018 and held it in 2 quarters.
  • Bowling Portfolio Management's Evolution Petroleum position peaked at $588K in Q4 2018.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2019.

Based on Bowling Portfolio Management's 13F filing for Q2 2019, filed 25 Jul 2019.