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Key Financial Inc’s Evolution Petroleum EPM Stock Holding History

Key Financial Inc’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
2021
Q1 		– Sell
-1,000
Closed -$3K – 773
2020
Q4 		$3K Buy
+1,000
New +$2.53K ﹤0.01% 605
2020
Q2 		– Sell
-1,000
Closed -$2K – 249
2020
Q1 		$2K Buy
+1,000
New +$4.53K ﹤0.01% 599

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AR
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AMI
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NSIM
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Key Financial Inc's EPM Position: Q1 2021 in Review

Key Financial Inc sold out of Evolution Petroleum (EPM) in Q1 2021, closing a stake of 1,000 shares — an estimated $3K sold.

Key Financial Inc first reported a position in EPM in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 77 funds tracked by Wall St. Rank hold EPM as of Q1 2021.

  • Key Financial Inc reported no remaining Evolution Petroleum position as of Q1 2021 after selling out during the quarter.
  • Key Financial Inc sold 1,000 Evolution Petroleum shares in Q1 2021, an estimated $3K.
  • Key Financial Inc first reported a position in Evolution Petroleum in Q1 2020 and held it in 2 quarters.
  • Key Financial Inc's Evolution Petroleum position peaked at $3K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2021.

Based on Key Financial Inc's 13F filing for Q1 2021, filed 30 Apr 2021.