People's United Financial’s Evolution Petroleum EPM Stock Holding History

People's United Financial’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	-10,000	Closed	-$55K	–	648
2019 Q4	$55K	Sell	10,000 -20,309	-67%	-$112K	﹤0.01%	720
2019 Q3	$177K	Sell	30,309 -10,231	-25%	-$62.5K	0.01%	702
2019 Q2	$290K	Hold	40,540	–	–	0.01%	655
2019 Q1	$274K	Sell	40,540 -41,533	-51%	-$302K	0.01%	630
2018 Q4	$560K	Hold	82,073	–	–	0.02%	481
2018 Q3	$907K	Hold	82,073	–	–	0.03%	373
2018 Q2	$808K	Hold	82,073	–	–	0.02%	481
2018 Q1	$661K	Hold	82,073	–	–	0.02%	463
2017 Q4	$562K	Sell	82,073 -18,243	-18%	-$128K	0.02%	497
2017 Q3	$722K	Sell	100,316 -20,000	-17%	-$151K	0.02%	401
2017 Q2	$975K	Hold	120,316	–	–	0.03%	361
2017 Q1	$963K	Buy	+120,316	New	+$1.03M	0.03%	355

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RRAM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

People's United Financial's EPM Position: Q1 2020 in Review

People's United Financial sold out of Evolution Petroleum (EPM) in Q1 2020, closing a stake of 10,000 shares — an estimated $55K sold.

People's United Financial first reported a position in EPM in Q1 2017 and held it in 12 quarters. The position peaked at $975K in Q2 2017. 95 funds tracked by Wall St. Rank hold EPM as of Q1 2020.

People's United Financial reported no remaining Evolution Petroleum position as of Q1 2020 after selling out during the quarter.
People's United Financial sold 10,000 Evolution Petroleum shares in Q1 2020, an estimated $55K.
People's United Financial first reported a position in Evolution Petroleum in Q1 2017 and held it in 12 quarters.
People's United Financial's Evolution Petroleum position peaked at $975K in Q2 2017.
95 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2020.

Based on People's United Financial's 13F filing for Q1 2020, filed 12 May 2020.