Destination Wealth Management
EPM icon

Destination Wealth Management’s Evolution Petroleum EPM Stock Holding History

Destination Wealth 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
2015
Q3 		– Sell
-10,000
Closed -$66K – 147
2015
Q2 		$66K Buy
+10,000
New +$68.3K ﹤0.01% 249
2013
Q3 		– Sell
-10,000
Closed -$109K – 98
2013
Q2 		$109K Buy
+10,000
New +$104K 0.01% 93

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Nantahala Capital Management
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TAM
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Fenimore Asset Management
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BlackRock Institutional Trust
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Vanguard Group
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BlackRock Fund Advisors
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Destination Wealth Management's EPM Position: Q3 2015 in Review

Destination Wealth Management sold out of Evolution Petroleum (EPM) in Q3 2015, closing a stake of 10,000 shares — an estimated $66K sold.

Destination Wealth Management first reported a position in EPM in Q2 2013 and held it in 2 quarters. The position peaked at $109K in Q2 2013. 84 funds tracked by Wall St. Rank hold EPM as of Q3 2015.

  • Destination Wealth Management reported no remaining Evolution Petroleum position as of Q3 2015 after selling out during the quarter.
  • Destination Wealth Management sold 10,000 Evolution Petroleum shares in Q3 2015, an estimated $66K.
  • Destination Wealth Management first reported a position in Evolution Petroleum in Q2 2013 and held it in 2 quarters.
  • Destination Wealth Management's Evolution Petroleum position peaked at $109K in Q2 2013.
  • 84 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2015.

Based on Destination Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.