Sigma Planning Corp’s Evolution Petroleum EPM Stock Holding History

Sigma Planning Corp’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
2016 Q1	–	Sell	-10,566	Closed	-$51K	–	713
2015 Q4	$51K	Sell	10,566 -2,053	-16%	-$12.4K	0.01%	673
2015 Q3	$70K	Buy	+12,619	New	+$69.9K	0.01%	640
2015 Q2	–	Sell	-11,436	Closed	-$68K	–	724
2015 Q1	$68K	Buy	11,436 +87	+0.8%	+$584	0.01%	728
2014 Q4	$84K	Buy	+11,349	New	+$95.2K	0.01%	688

Other funds holding EPM

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

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

RRAM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

TAM

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sigma Planning Corp's EPM Position: Q1 2016 in Review

Sigma Planning Corp sold out of Evolution Petroleum (EPM) in Q1 2016, closing a stake of 10,566 shares — an estimated $51K sold.

Sigma Planning Corp first reported a position in EPM in Q4 2014 and held it in 4 quarters. The position peaked at $84K in Q4 2014. 79 funds tracked by Wall St. Rank hold EPM as of Q1 2016.

Sigma Planning Corp reported no remaining Evolution Petroleum position as of Q1 2016 after selling out during the quarter.
Sigma Planning Corp sold 10,566 Evolution Petroleum shares in Q1 2016, an estimated $51K.
Sigma Planning Corp first reported a position in Evolution Petroleum in Q4 2014 and held it in 4 quarters.
Sigma Planning Corp's Evolution Petroleum position peaked at $84K in Q4 2014.
79 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2016.

Based on Sigma Planning Corp's 13F filing for Q1 2016, filed 18 Apr 2016.