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Cavalier Investments’s Evolution Petroleum EPM Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-46,000
Closed -$314K – 134
2018
Q4 		$314K Hold
46,000
– – 0.1% 131
2018
Q3 		$506K Buy
+46,000
New +$485K 0.15% 120

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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
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cavalier Investments's EPM Position: Q1 2019 in Review

Cavalier Investments sold out of Evolution Petroleum (EPM) in Q1 2019, closing a stake of 46,000 shares — an estimated $314K sold.

Cavalier Investments first reported a position in EPM in Q3 2018 and held it in 2 quarters. The position peaked at $506K in Q3 2018. 120 funds tracked by Wall St. Rank hold EPM as of Q1 2019.

  • Cavalier Investments reported no remaining Evolution Petroleum position as of Q1 2019 after selling out during the quarter.
  • Cavalier Investments sold 46,000 Evolution Petroleum shares in Q1 2019, an estimated $314K.
  • Cavalier Investments first reported a position in Evolution Petroleum in Q3 2018 and held it in 2 quarters.
  • Cavalier Investments's Evolution Petroleum position peaked at $506K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.