SFSIG
EPM icon

San Francisco Sentry Investment Group’s Evolution Petroleum EPM Stock Holding History

San Francisco Sentry Investment Group’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
Q2 		– Sell
-257
Closed -$1K – 722
2020
Q1 		$1K Buy
+257
New +$1.16K ﹤0.01% 739
2019
Q4 		– Sell
-123
Closed -$1K – 912
2019
Q3 		$1K Buy
+123
New +$751 ﹤0.01% 817

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return

San Francisco Sentry Investment Group's EPM Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of Evolution Petroleum (EPM) in Q2 2020, closing a stake of 257 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in EPM in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 85 funds tracked by Wall St. Rank hold EPM as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining Evolution Petroleum position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 257 Evolution Petroleum shares in Q2 2020, an estimated $1K.
  • San Francisco Sentry Investment Group first reported a position in Evolution Petroleum in Q3 2019 and held it in 2 quarters.
  • San Francisco Sentry Investment Group's Evolution Petroleum position peaked at $1K in Q1 2020.
  • 85 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.