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MUFG Americas’s Evolution Petroleum EPM Stock Holding History

MUFG Americas’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
2018
Q1 		– Sell
-350
Closed -$2K – 895
2017
Q4 		$2K Sell
350
-210
-38% -$1.48K ﹤0.01% 954
2017
Q3 		$4K Hold
560
– – ﹤0.01% 959
2017
Q2 		$5K Hold
560
– – ﹤0.01% 927
2017
Q1 		$4K Hold
560
– – ﹤0.01% 950
2016
Q4 		$6K Sell
560
-580
-51% -$4.86K ﹤0.01% 912
2016
Q3 		$7K Sell
1,140
-580
-34% -$3.32K ﹤0.01% 914
2016
Q2 		$9K Hold
1,720
– – ﹤0.01% 874
2016
Q1 		$8K Sell
1,720
-1,180
-41% -$5.31K ﹤0.01% 849
2015
Q4 		$14K Buy
+2,900
New +$17.6K ﹤0.01% 764

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

MUFG Americas's EPM Position: Q1 2018 in Review

MUFG Americas sold out of Evolution Petroleum (EPM) in Q1 2018, closing a stake of 350 shares — an estimated $2K sold.

MUFG Americas first reported a position in EPM in Q4 2015 and held it in 9 quarters. The position peaked at $14K in Q4 2015. 103 funds tracked by Wall St. Rank hold EPM as of Q1 2018.

  • MUFG Americas reported no remaining Evolution Petroleum position as of Q1 2018 after selling out during the quarter.
  • MUFG Americas sold 350 Evolution Petroleum shares in Q1 2018, an estimated $2K.
  • MUFG Americas first reported a position in Evolution Petroleum in Q4 2015 and held it in 9 quarters.
  • MUFG Americas's Evolution Petroleum position peaked at $14K in Q4 2015.
  • 103 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2018.

Based on MUFG Americas's 13F filing for Q1 2018, filed 7 May 2018.