Oberweis Asset Management
EPM icon

Oberweis Asset Management’s Evolution Petroleum EPM Stock Holding History

Oberweis Asset Management’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
-35,450
Closed -$263K – 174
2014
Q4 		$263K Sell
35,450
-8,200
-19% -$68.8K 0.08% 110
2014
Q3 		$401K Sell
43,650
-16,400
-27% -$169K 0.11% 93
2014
Q2 		$658K Sell
60,050
-8,800
-13% -$101K 0.16% 98
2014
Q1 		$876K Buy
68,850
+26,300
+62% +$337K 0.18% 95
2013
Q4 		$525K Hold
42,550
– – 0.13% 98
2013
Q3 		$479K Buy
+42,550
New +$492K 0.14% 85

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

Oberweis Asset Management's EPM Position: Q1 2015 in Review

Oberweis Asset Management sold out of Evolution Petroleum (EPM) in Q1 2015, closing a stake of 35,450 shares — an estimated $263K sold.

Oberweis Asset Management first reported a position in EPM in Q3 2013 and held it in 6 quarters. The position peaked at $876K in Q1 2014. 80 funds tracked by Wall St. Rank hold EPM as of Q1 2015.

  • Oberweis Asset Management reported no remaining Evolution Petroleum position as of Q1 2015 after selling out during the quarter.
  • Oberweis Asset Management sold 35,450 Evolution Petroleum shares in Q1 2015, an estimated $263K.
  • Oberweis Asset Management first reported a position in Evolution Petroleum in Q3 2013 and held it in 6 quarters.
  • Oberweis Asset Management's Evolution Petroleum position peaked at $876K in Q1 2014.
  • 80 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2015.

Based on Oberweis Asset Management's 13F filing for Q1 2015, filed 15 May 2015.