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Simplicity Solutions’s Evolution Petroleum EPM Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-14,100
Closed -$96K – 765
2018
Q4 		$96K Buy
+14,100
New +$132K 0.01% 593

Other funds holding EPM

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

Simplicity Solutions's EPM Position: Q1 2019 in Review

Simplicity Solutions sold out of Evolution Petroleum (EPM) in Q1 2019, closing a stake of 14,100 shares — an estimated $96K sold.

Simplicity Solutions first reported a position in EPM in Q4 2018 and held it in 1 quarter. The position peaked at $96K in Q4 2018. 120 funds tracked by Wall St. Rank hold EPM as of Q1 2019.

  • Simplicity Solutions reported no remaining Evolution Petroleum position as of Q1 2019 after selling out during the quarter.
  • Simplicity Solutions sold 14,100 Evolution Petroleum shares in Q1 2019, an estimated $96K.
  • Simplicity Solutions first reported a position in Evolution Petroleum in Q4 2018 and held it in 1 quarter.
  • Simplicity Solutions's Evolution Petroleum position peaked at $96K in Q4 2018.
  • 120 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.