PFO
EPM icon

Pathstone Family Office’s Evolution Petroleum EPM Stock Holding History

Pathstone Family Office’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
2019
Q1 		– Sell
-2,059
Closed -$14K – 903
2018
Q4 		$14K Buy
+2,059
New +$19.3K ﹤0.01% 297

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pathstone Family Office's EPM Position: Q1 2019 in Review

Pathstone Family Office sold out of Evolution Petroleum (EPM) in Q1 2019, closing a stake of 2,059 shares — an estimated $14K sold.

Pathstone Family Office first reported a position in EPM in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 120 funds tracked by Wall St. Rank hold EPM as of Q1 2019.

  • Pathstone Family Office reported no remaining Evolution Petroleum position as of Q1 2019 after selling out during the quarter.
  • Pathstone Family Office sold 2,059 Evolution Petroleum shares in Q1 2019, an estimated $14K.
  • Pathstone Family Office first reported a position in Evolution Petroleum in Q4 2018 and held it in 1 quarter.
  • Pathstone Family Office's Evolution Petroleum position peaked at $14K in Q4 2018.
  • 120 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2019.

Based on Pathstone Family Office's 13F filing for Q1 2019, filed 14 May 2019.