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Capital Investment Advisory Services’s Evolution Petroleum EPM Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-2,000
Closed -$12K – 760
2019
Q3 		$12K Hold
2,000
– – ﹤0.01% 931
2019
Q2 		$12K Buy
+2,000
New +$13.5K ﹤0.01% 914

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Capital Investment Advisory Services's EPM Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Evolution Petroleum (EPM) in Q4 2019, closing a stake of 2,000 shares — an estimated $12K sold.

Capital Investment Advisory Services first reported a position in EPM in Q2 2019 and held it in 2 quarters. The position peaked at $12K in Q3 2019. 103 funds tracked by Wall St. Rank hold EPM as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Evolution Petroleum position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 2,000 Evolution Petroleum shares in Q4 2019, an estimated $12K.
  • Capital Investment Advisory Services first reported a position in Evolution Petroleum in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's Evolution Petroleum position peaked at $12K in Q3 2019.
  • 103 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.