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Meeder Asset Management’s Evolution Petroleum EPM Stock Holding History

Meeder Asset 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
2020
Q1 		– Sell
-350
Closed -$2K – 2372
2019
Q4 		$2K Sell
350
-8,827
-96% -$48.6K ﹤0.01% 2001
2019
Q3 		$53K Sell
9,177
-3,211
-26% -$19.6K ﹤0.01% 995
2019
Q2 		$90K Sell
12,388
-2,515
-17% -$17K 0.01% 785
2019
Q1 		$99K Buy
14,903
+3,912
+36% +$28.5K 0.01% 701
2018
Q4 		$75K Sell
10,991
-781
-7% -$7.32K 0.01% 717
2018
Q3 		$130K Sell
11,772
-918
-7% -$9.67K 0.01% 589
2018
Q2 		$125K Buy
12,690
+10,917
+616% +$101K 0.01% 586
2018
Q1 		$14K Buy
1,773
+409
+30% +$3.17K ﹤0.01% 978
2017
Q4 		$9K Buy
1,364
+696
+104% +$4.89K ﹤0.01% 1147
2017
Q3 		$5K Buy
+668
New +$5.06K ﹤0.01% 1260

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Meeder Asset Management's EPM Position: Q1 2020 in Review

Meeder Asset Management sold out of Evolution Petroleum (EPM) in Q1 2020, closing a stake of 350 shares — an estimated $2K sold.

Meeder Asset Management first reported a position in EPM in Q3 2017 and held it in 10 quarters. The position peaked at $130K in Q3 2018. 95 funds tracked by Wall St. Rank hold EPM as of Q1 2020.

  • Meeder Asset Management reported no remaining Evolution Petroleum position as of Q1 2020 after selling out during the quarter.
  • Meeder Asset Management sold 350 Evolution Petroleum shares in Q1 2020, an estimated $2K.
  • Meeder Asset Management first reported a position in Evolution Petroleum in Q3 2017 and held it in 10 quarters.
  • Meeder Asset Management's Evolution Petroleum position peaked at $130K in Q3 2018.
  • 95 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2020.

Based on Meeder Asset Management's 13F filing for Q1 2020, filed 15 May 2020.