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ST
Spot Trading’s
Evolution Petroleum
EPM
Stock Holding History
Spot Trading’s Portfolio
EPM Stock Details
EPM Fund Activity
Bought
Maintained
Sold
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
–
Sell
-34,600
Closed
-$277K
–
3234
2017
Q1
$277K
Sell
34,600
-11,500
-25%
-$98.1K
0.01%
1687
2016
Q4
$461K
Buy
+46,100
New
+$386K
0.01%
1458
2016
Q2
–
Sell
-21,200
Closed
-$103K
–
3438
2016
Q1
$103K
Sell
21,200
-10,000
-32%
-$45K
﹤0.01%
2553
2015
Q4
$150K
Buy
31,200
+21,200
+212%
+$129K
﹤0.01%
2618
2015
Q3
$56K
Buy
+10,000
New
+$55.4K
﹤0.01%
3250
2013
Q4
–
Sell
-18,500
Closed
-$208K
–
4053
2013
Q3
$208K
Buy
18,500
+8,500
+85%
+$98.2K
﹤0.01%
2994
2013
Q2
$109K
Buy
+10,000
New
+$104K
﹤0.01%
3398
Other funds holding EPM
JA
JVL Advisors
Houston, Texas
$14.6M AUM
82.81%
1-Year Est. Return
ACH
ArrowMark Colorado Holdings
Denver, Colorado
$3.76B AUM
21.77%
1-Year Est. Return
AR
Advisory Research
Chicago, Illinois
$813M AUM
36.71%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
FAM
Fenimore Asset Management
Cobleskill, New York
$4.83B AUM
9.09%
1-Year Est. Return
WA
WealthTrust Axiom
Wayne, Pennsylvania
$406M AUM
40.44%
1-Year Est. Return
NCM
Nantahala Capital Management
New Canaan, Connecticut
$2.72B AUM
121.58%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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