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Killen Group’s Evolution Petroleum EPM Stock Holding History

Killen 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
2014
Q3 		– Sell
-475,922
Closed -$5.21M – 120
2014
Q2 		$5.21M Sell
475,922
-154,994
-25% -$1.78M 0.27% 95
2014
Q1 		$8.03M Sell
630,916
-32,675
-5% -$418K 0.44% 86
2013
Q4 		$8.19M Buy
663,591
+53,100
+9% +$640K 0.47% 79
2013
Q3 		$6.87M Buy
610,491
+415,603
+213% +$4.8M 0.41% 85
2013
Q2 		$2.13M Buy
+194,888
New +$2.02M 0.15% 83

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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 $66.1B AUM 33.53% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Killen Group's EPM Position: Q3 2014 in Review

Killen Group sold out of Evolution Petroleum (EPM) in Q3 2014, closing a stake of 475,922 shares — an estimated $5.21M sold.

Killen Group first reported a position in EPM in Q2 2013 and held it in 5 quarters. The position peaked at $8.19M in Q4 2013. 85 funds tracked by Wall St. Rank hold EPM as of Q3 2014.

  • Killen Group reported no remaining Evolution Petroleum position as of Q3 2014 after selling out during the quarter.
  • Killen Group sold 475,922 Evolution Petroleum shares in Q3 2014, an estimated $5.21M.
  • Killen Group first reported a position in Evolution Petroleum in Q2 2013 and held it in 5 quarters.
  • Killen Group's Evolution Petroleum position peaked at $8.19M in Q4 2013.
  • 85 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2014.

Based on Killen Group's 13F filing for Q3 2014, filed 4 Nov 2014.