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McKinley Capital Management’s Evolution Petroleum EPM Stock Holding History

McKinley Capital Management’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
2017
Q3 		– Sell
-177,110
Closed -$1.44M – 381
2017
Q2 		$1.44M Sell
177,110
-136
-0.1% -$1.06K 0.05% 189
2017
Q1 		$1.42M Buy
177,246
+75
+0% +$640 0.05% 212
2016
Q4 		$1.77M Buy
+177,171
New +$1.48M 0.07% 185

Other funds holding EPM

JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

McKinley Capital Management's EPM Position: Q3 2017 in Review

McKinley Capital Management sold out of Evolution Petroleum (EPM) in Q3 2017, closing a stake of 177,110 shares — an estimated $1.44M sold.

McKinley Capital Management first reported a position in EPM in Q4 2016 and held it in 3 quarters. The position peaked at $1.77M in Q4 2016. 99 funds tracked by Wall St. Rank hold EPM as of Q3 2017.

  • McKinley Capital Management reported no remaining Evolution Petroleum position as of Q3 2017 after selling out during the quarter.
  • McKinley Capital Management sold 177,110 Evolution Petroleum shares in Q3 2017, an estimated $1.44M.
  • McKinley Capital Management first reported a position in Evolution Petroleum in Q4 2016 and held it in 3 quarters.
  • McKinley Capital Management's Evolution Petroleum position peaked at $1.77M in Q4 2016.
  • 99 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2017.

Based on McKinley Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.