NFA
EPM icon

Nationwide Fund Advisors’s Evolution Petroleum EPM Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-15,915
Closed -$115K – 652
2017
Q3 		$115K Hold
15,915
– – ﹤0.01% 2841
2017
Q2 		$129K Hold
15,915
– – ﹤0.01% 2798
2017
Q1 		$127K Buy
15,915
+1,979
+14% +$16.9K ﹤0.01% 2767
2016
Q4 		$139K Sell
13,936
-1,374
-9% -$11.5K ﹤0.01% 2762
2016
Q3 		$96K Hold
15,310
– – ﹤0.01% 2902
2016
Q2 		$84K Hold
15,310
– – ﹤0.01% 2977
2016
Q1 		$74K Hold
15,310
– – ﹤0.01% 2905
2015
Q4 		$74K Hold
15,310
– – ﹤0.01% 2922
2015
Q3 		$85K Hold
15,310
– – ﹤0.01% 2940
2015
Q2 		$101K Sell
15,310
-7,531
-33% -$51.4K ﹤0.01% 3001
2015
Q1 		$136K Sell
22,841
-792
-3% -$5.32K ﹤0.01% 2876
2014
Q4 		$176K Hold
23,633
– – ﹤0.01% 2697
2014
Q3 		$217K Buy
23,633
+88
+0.4% +$909 ﹤0.01% 2648
2014
Q2 		$258K Buy
23,545
+1,531
+7% +$17.6K ﹤0.01% 2620
2014
Q1 		$280K Hold
22,014
– – ﹤0.01% 2335
2013
Q4 		$272K Buy
22,014
+8,521
+63% +$103K ﹤0.01% 2536
2013
Q3 		$152K Buy
13,493
+505
+4% +$5.83K ﹤0.01% 2790
2013
Q2 		$142K Buy
+12,988
New +$135K ﹤0.01% 2648

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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Nationwide Fund Advisors's EPM Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Evolution Petroleum (EPM) in Q4 2017, closing a stake of 15,915 shares — an estimated $115K sold.

Nationwide Fund Advisors first reported a position in EPM in Q2 2013 and held it in 18 quarters. The position peaked at $280K in Q1 2014. 101 funds tracked by Wall St. Rank hold EPM as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Evolution Petroleum position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 15,915 Evolution Petroleum shares in Q4 2017, an estimated $115K.
  • Nationwide Fund Advisors first reported a position in Evolution Petroleum in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Evolution Petroleum position peaked at $280K in Q1 2014.
  • 101 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.