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Macquarie Group’s
Evolution Petroleum
EPM
Stock Holding History
Macquarie Group’s Portfolio
EPM Stock Details
EPM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q3
–
Sell
-16,828
Closed
-$166K
–
2184
2018
Q2
$166K
Buy
16,828
+638
+4%
+$5.88K
﹤0.01%
1712
2018
Q1
$130K
Buy
16,190
+11,490
+244%
+$89.1K
﹤0.01%
1817
2017
Q4
$32K
Buy
+4,700
New
+$33K
﹤0.01%
2099
2014
Q3
–
Sell
-90,371
Closed
-$990K
–
1570
2014
Q2
$990K
Sell
90,371
-21,100
-19%
-$242K
﹤0.01%
1203
2014
Q1
$1.42M
Hold
111,471
–
–
﹤0.01%
1099
2013
Q4
$1.38M
Buy
111,471
+12,000
+12%
+$145K
﹤0.01%
1094
2013
Q3
$1.12M
Buy
99,471
+64,918
+188%
+$750K
﹤0.01%
1140
2013
Q2
$377K
Buy
+34,553
New
+$358K
﹤0.01%
1309
Other funds holding EPM
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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
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
RRAM
River Road Asset Management
Louisville, Kentucky
$8.82B AUM
7.52%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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