Robert N. Shapiro’s Evolution Petroleum EPM Stock Holding History

Robert N. Shapiro’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
2013 Q4	–	Sell	-500	Closed	-$6K	–	806
2013 Q3	$6K	Buy	+500	New	+$5.78K	﹤0.01%	897

Other funds holding EPM

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

RRAM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

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

Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Robert N. Shapiro's EPM Position: Q4 2013 in Review

Robert N. Shapiro sold out of Evolution Petroleum (EPM) in Q4 2013, closing a stake of 500 shares — an estimated $6K sold.

Robert N. Shapiro first reported a position in EPM in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 86 funds tracked by Wall St. Rank hold EPM as of Q4 2013.

Robert N. Shapiro reported no remaining Evolution Petroleum position as of Q4 2013 after selling out during the quarter.
Robert N. Shapiro sold 500 Evolution Petroleum shares in Q4 2013, an estimated $6K.
Robert N. Shapiro first reported a position in Evolution Petroleum in Q3 2013 and held it in 1 quarter.
Robert N. Shapiro's Evolution Petroleum position peaked at $6K in Q3 2013.
86 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.