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Piedmont Investment Advisors’s Evolution Petroleum EPM Stock Holding History

Piedmont Investment Advisors’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
2018
Q3 		– Sell
-442
Closed -$4K – 1415
2018
Q2 		$4K Buy
+442
New +$4.07K ﹤0.01% 2227

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

Piedmont Investment Advisors's EPM Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Evolution Petroleum (EPM) in Q3 2018, closing a stake of 442 shares — an estimated $4K sold.

Piedmont Investment Advisors first reported a position in EPM in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 120 funds tracked by Wall St. Rank hold EPM as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Evolution Petroleum position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 442 Evolution Petroleum shares in Q3 2018, an estimated $4K.
  • Piedmont Investment Advisors first reported a position in Evolution Petroleum in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Evolution Petroleum position peaked at $4K in Q2 2018.
  • 120 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.