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Community Bank’s Evolution Petroleum EPM Stock Holding History

Community Bank’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
-200
Closed -$1K – 430
2019
Q3 		$1K Hold
200
– – ﹤0.01% 417
2019
Q2 		$1K Hold
200
– – ﹤0.01% 428
2019
Q1 		$1K Hold
200
– – ﹤0.01% 456
2018
Q4 		$1K Hold
200
– – ﹤0.01% 471
2018
Q3 		$2K Hold
200
– – ﹤0.01% 494
2018
Q2 		$2K Hold
200
– – ﹤0.01% 503
2018
Q1 		$2K Hold
200
– – ﹤0.01% 539
2017
Q4 		$1K Hold
200
– – ﹤0.01% 668
2017
Q3 		$1K Hold
200
– – ﹤0.01% 554
2017
Q2 		$2K Buy
+200
New +$1.56K ﹤0.01% 536

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Community Bank's EPM Position: Q4 2019 in Review

Community Bank sold out of Evolution Petroleum (EPM) in Q4 2019, closing a stake of 200 shares — an estimated $1K sold.

Community Bank first reported a position in EPM in Q2 2017 and held it in 10 quarters. The position peaked at $2K in Q3 2018. 104 funds tracked by Wall St. Rank hold EPM as of Q4 2019.

  • Community Bank reported no remaining Evolution Petroleum position as of Q4 2019 after selling out during the quarter.
  • Community Bank sold 200 Evolution Petroleum shares in Q4 2019, an estimated $1K.
  • Community Bank first reported a position in Evolution Petroleum in Q2 2017 and held it in 10 quarters.
  • Community Bank's Evolution Petroleum position peaked at $2K in Q3 2018.
  • 104 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2019.

Based on Community Bank's 13F filing for Q4 2019, filed 5 Feb 2020.