HL Financial Services
EPM icon

HL Financial Services’s Evolution Petroleum EPM Stock Holding History

HL Financial 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
2015
Q2 		– Sell
-14,716
Closed -$88K – 667
2015
Q1 		$88K Sell
14,716
-1,106
-7% -$7.43K ﹤0.01% 669
2014
Q4 		$118K Buy
15,822
+712
+5% +$5.97K ﹤0.01% 658
2014
Q3 		$139K Sell
15,110
-364
-2% -$3.76K ﹤0.01% 667
2014
Q2 		$169K Sell
15,474
-421
-3% -$4.83K ﹤0.01% 659
2014
Q1 		$202K Buy
15,895
+1,469
+10% +$18.8K 0.01% 627
2013
Q4 		$178K Buy
+14,426
New +$174K 0.01% 610

Other funds holding EPM

JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brandywine Global Investment Management
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

HL Financial Services's EPM Position: Q2 2015 in Review

HL Financial Services sold out of Evolution Petroleum (EPM) in Q2 2015, closing a stake of 14,716 shares — an estimated $88K sold.

HL Financial Services first reported a position in EPM in Q4 2013 and held it in 6 quarters. The position peaked at $202K in Q1 2014. 83 funds tracked by Wall St. Rank hold EPM as of Q2 2015.

  • HL Financial Services reported no remaining Evolution Petroleum position as of Q2 2015 after selling out during the quarter.
  • HL Financial Services sold 14,716 Evolution Petroleum shares in Q2 2015, an estimated $88K.
  • HL Financial Services first reported a position in Evolution Petroleum in Q4 2013 and held it in 6 quarters.
  • HL Financial Services's Evolution Petroleum position peaked at $202K in Q1 2014.
  • 83 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2015.

Based on HL Financial Services's 13F filing for Q2 2015, filed 28 Jul 2015.