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Kavar Capital Partners Group’s Evolution Petroleum EPM Stock Holding History

Kavar Capital Partners Group’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
2018
Q3 		– Sell
-400
Closed -$4K – 191
2018
Q2 		$4K Hold
400
– – ﹤0.01% 379
2018
Q1 		$3K Buy
+400
New +$3.1K ﹤0.01% 390

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Kavar Capital Partners Group's EPM Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of Evolution Petroleum (EPM) in Q3 2018, closing a stake of 400 shares — an estimated $4K sold.

Kavar Capital Partners Group first reported a position in EPM in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 119 funds tracked by Wall St. Rank hold EPM as of Q3 2018.

  • Kavar Capital Partners Group reported no remaining Evolution Petroleum position as of Q3 2018 after selling out during the quarter.
  • Kavar Capital Partners Group sold 400 Evolution Petroleum shares in Q3 2018, an estimated $4K.
  • Kavar Capital Partners Group first reported a position in Evolution Petroleum in Q1 2018 and held it in 2 quarters.
  • Kavar Capital Partners Group's Evolution Petroleum position peaked at $4K in Q2 2018.
  • 119 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.