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Marshall Wace North America’s Evolution Petroleum EPM Stock Holding History

Marshall Wace North America’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
2019
Q4 		– Sell
-30,447
Closed -$178K – 1364
2019
Q3 		$178K Buy
+30,447
New +$186K ﹤0.01% 978

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AR
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JA
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ACH
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Marshall Wace North America's EPM Position: Q4 2019 in Review

Marshall Wace North America sold out of Evolution Petroleum (EPM) in Q4 2019, closing a stake of 30,447 shares — an estimated $178K sold.

Marshall Wace North America first reported a position in EPM in Q3 2019 and held it in 1 quarter. The position peaked at $178K in Q3 2019. 103 funds tracked by Wall St. Rank hold EPM as of Q4 2019.

  • Marshall Wace North America reported no remaining Evolution Petroleum position as of Q4 2019 after selling out during the quarter.
  • Marshall Wace North America sold 30,447 Evolution Petroleum shares in Q4 2019, an estimated $178K.
  • Marshall Wace North America first reported a position in Evolution Petroleum in Q3 2019 and held it in 1 quarter.
  • Marshall Wace North America's Evolution Petroleum position peaked at $178K in Q3 2019.
  • 103 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2019.

Based on Marshall Wace North America's 13F filing for Q4 2019, filed 14 Feb 2020.