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FineMark National Bank & Trust’s Evolution Petroleum EPM Stock Holding History

FineMark National Bank & Trust’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
2014
Q4 		– Sell
-2,000
Closed -$18K – 1415
2014
Q3 		$18K Buy
+2,000
New +$20.7K ﹤0.01% 907
2014
Q1 		– Sell
-365
Closed -$5K – 1437
2013
Q4 		$5K Hold
365
– – ﹤0.01% 1156
2013
Q3 		$4K Buy
+365
New +$4.22K ﹤0.01% 1135

Other funds holding EPM

JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

FineMark National Bank & Trust's EPM Position: Q4 2014 in Review

FineMark National Bank & Trust sold out of Evolution Petroleum (EPM) in Q4 2014, closing a stake of 2,000 shares — an estimated $18K sold.

FineMark National Bank & Trust first reported a position in EPM in Q3 2013 and held it in 3 quarters. The position peaked at $18K in Q3 2014. 86 funds tracked by Wall St. Rank hold EPM as of Q4 2014.

  • FineMark National Bank & Trust reported no remaining Evolution Petroleum position as of Q4 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,000 Evolution Petroleum shares in Q4 2014, an estimated $18K.
  • FineMark National Bank & Trust first reported a position in Evolution Petroleum in Q3 2013 and held it in 3 quarters.
  • FineMark National Bank & Trust's Evolution Petroleum position peaked at $18K in Q3 2014.
  • 86 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2014.

Based on FineMark National Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.