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Loring Wolcott & Coolidge Fiduciary Advisors’s Evolution Petroleum EPM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q3 		– Sell
-1,138
Closed -$6K – 808
2021
Q2 		$6K Buy
+1,138
New +$4.47K ﹤0.01% 713

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WA
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WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 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
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EPM Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Evolution Petroleum (EPM) in Q3 2021, closing a stake of 1,138 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EPM in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 78 funds tracked by Wall St. Rank hold EPM as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Evolution Petroleum position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,138 Evolution Petroleum shares in Q3 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Evolution Petroleum in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Evolution Petroleum position peaked at $6K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.