NPC
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National Planning Corporation’s Evolution Petroleum EPM Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-667
Closed -$4.62K – 1051
2014
Q4 		$4.62K Buy
+667
New +$5.59K ﹤0.01% 2352

Other funds holding EPM

JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brandywine Global Investment Management
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

National Planning Corporation's EPM Position: Q1 2015 in Review

National Planning Corporation sold out of Evolution Petroleum (EPM) in Q1 2015, closing a stake of 667 shares — an estimated $4.62K sold.

National Planning Corporation first reported a position in EPM in Q4 2014 and held it in 1 quarter. The position peaked at $4.62K in Q4 2014. 80 funds tracked by Wall St. Rank hold EPM as of Q1 2015.

  • National Planning Corporation reported no remaining Evolution Petroleum position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 667 Evolution Petroleum shares in Q1 2015, an estimated $4.62K.
  • National Planning Corporation first reported a position in Evolution Petroleum in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Evolution Petroleum position peaked at $4.62K in Q4 2014.
  • 80 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.