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Petrus Trust Company’s Evolution Petroleum EPM Stock Holding History

Petrus Trust Company’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
-16,310
Closed -$89K – 216
2019
Q4 		$89K Hold
16,310
– – 0.01% 280
2019
Q3 		$95K Hold
16,310
– – 0.02% 266
2019
Q2 		$117K Sell
16,310
-9,016
-36% -$60.9K 0.02% 262
2019
Q1 		$171K Hold
25,326
– – 0.03% 245
2018
Q4 		$173K Buy
25,326
+11,727
+86% +$110K 0.04% 192
2018
Q3 		$150K Buy
+13,599
New +$143K 0.03% 231

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AR
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JA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
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Vanguard Group
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WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
KTA
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Petrus Trust Company's EPM Position: Q1 2020 in Review

Petrus Trust Company sold out of Evolution Petroleum (EPM) in Q1 2020, closing a stake of 16,310 shares — an estimated $89K sold.

Petrus Trust Company first reported a position in EPM in Q3 2018 and held it in 6 quarters. The position peaked at $173K in Q4 2018. 94 funds tracked by Wall St. Rank hold EPM as of Q1 2020.

  • Petrus Trust Company reported no remaining Evolution Petroleum position as of Q1 2020 after selling out during the quarter.
  • Petrus Trust Company sold 16,310 Evolution Petroleum shares in Q1 2020, an estimated $89K.
  • Petrus Trust Company first reported a position in Evolution Petroleum in Q3 2018 and held it in 6 quarters.
  • Petrus Trust Company's Evolution Petroleum position peaked at $173K in Q4 2018.
  • 94 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2020.

Based on Petrus Trust Company's 13F filing for Q1 2020, filed 15 May 2020.