Neuberger Berman Group
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Neuberger Berman Group’s Evolution Petroleum EPM Stock Holding History

Neuberger Berman Group’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
Q2 		– Sell
-725,750
Closed -$4.32M – 1579
2015
Q1 		$4.32M Sell
725,750
-685,400
-49% -$4.6M ﹤0.01% 953
2014
Q4 		$10.5M Sell
1,411,150
-1,050
-0.1% -$8.81K 0.01% 815
2014
Q3 		$13M Sell
1,412,200
-52,850
-4% -$546K 0.01% 789
2014
Q2 		$16M Sell
1,465,050
-27,500
-2% -$315K 0.02% 715
2014
Q1 		$19M Buy
1,492,550
+104,350
+8% +$1.34M 0.02% 669
2013
Q4 		$17.1M Buy
+1,388,200
New +$16.7M 0.02% 684

Other funds holding EPM

JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
RRAM
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Neuberger Berman Group's EPM Position: Q2 2015 in Review

Neuberger Berman Group sold out of Evolution Petroleum (EPM) in Q2 2015, closing a stake of 725,750 shares — an estimated $4.32M sold.

Neuberger Berman Group first reported a position in EPM in Q4 2013 and held it in 6 quarters. The position peaked at $19M in Q1 2014. 83 funds tracked by Wall St. Rank hold EPM as of Q2 2015.

  • Neuberger Berman Group reported no remaining Evolution Petroleum position as of Q2 2015 after selling out during the quarter.
  • Neuberger Berman Group sold 725,750 Evolution Petroleum shares in Q2 2015, an estimated $4.32M.
  • Neuberger Berman Group first reported a position in Evolution Petroleum in Q4 2013 and held it in 6 quarters.
  • Neuberger Berman Group's Evolution Petroleum position peaked at $19M in Q1 2014.
  • 83 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2015.

Based on Neuberger Berman Group's 13F filing for Q2 2015, filed 31 Jul 2015.