PCM
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Prelude Capital Management’s Evolution Petroleum EPM Stock Holding History

Prelude Capital Management’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
Q4 		– Sell
-2,100
Closed -$12K – 2000
2019
Q3 		$12K Buy
2,100
+1,800
+600% +$11K ﹤0.01% 1470
2019
Q2 		$2K Buy
+300
New +$2.02K ﹤0.01% 1567
2019
Q1 		– Sell
-23,732
Closed -$162K – 1866
2018
Q4 		$162K Buy
23,732
+19,933
+525% +$187K 0.01% 794
2018
Q3 		$42K Sell
3,799
-11,390
-75% -$120K ﹤0.01% 1171
2018
Q2 		$150K Buy
15,189
+3,700
+32% +$34.1K 0.01% 815
2018
Q1 		$92K Buy
11,489
+7,789
+211% +$60.4K 0.01% 897
2017
Q4 		$25K Sell
3,700
-2,800
-43% -$19.7K ﹤0.01% 1087
2017
Q3 		$47K Buy
+6,500
New +$49.2K ﹤0.01% 1117
2015
Q2 		– Sell
-2,700
Closed -$16K – 1785
2015
Q1 		$16K Hold
2,700
– – ﹤0.01% 1780
2014
Q4 		$20K Hold
2,700
– – ﹤0.01% 1738
2014
Q3 		$25K Hold
2,700
– – ﹤0.01% 1691
2014
Q2 		$30K Hold
2,700
– – ﹤0.01% 1640
2014
Q1 		$34K Buy
+2,700
New +$34.6K ﹤0.01% 1512
2013
Q4 		– Sell
-2,500
Closed -$28K – 1694
2013
Q3 		$28K Buy
+2,500
New +$28.9K ﹤0.01% 1186

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WA
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

Prelude Capital Management's EPM Position: Q4 2019 in Review

Prelude Capital Management sold out of Evolution Petroleum (EPM) in Q4 2019, closing a stake of 2,100 shares — an estimated $12K sold.

Prelude Capital Management first reported a position in EPM in Q3 2013 and held it in 14 quarters. The position peaked at $162K in Q4 2018. 104 funds tracked by Wall St. Rank hold EPM as of Q4 2019.

  • Prelude Capital Management reported no remaining Evolution Petroleum position as of Q4 2019 after selling out during the quarter.
  • Prelude Capital Management sold 2,100 Evolution Petroleum shares in Q4 2019, an estimated $12K.
  • Prelude Capital Management first reported a position in Evolution Petroleum in Q3 2013 and held it in 14 quarters.
  • Prelude Capital Management's Evolution Petroleum position peaked at $162K in Q4 2018.
  • 104 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2019.

Based on Prelude Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.