MA
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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 $813M AUM 36.71% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $481B AUM 30.42% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 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 $8.82B AUM 7.52% 1-Year Est. Return