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Orion Portfolio Solutions’s Evolution Petroleum EPM Stock Holding History

Orion Portfolio Solutions’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
2020
Q1 		– Sell
-350
Closed -$2K – 2003
2019
Q4 		$2K Buy
+350
New +$1.93K ﹤0.01% 1502

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AR
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JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
KTA
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Orion Portfolio Solutions's EPM Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Evolution Petroleum (EPM) in Q1 2020, closing a stake of 350 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in EPM in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 94 funds tracked by Wall St. Rank hold EPM as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining Evolution Petroleum position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 350 Evolution Petroleum shares in Q1 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Evolution Petroleum in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's Evolution Petroleum position peaked at $2K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.