Sterling Investment Advisors (Pennsylvania)’s Evolution Petroleum EPM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-10,000	Closed	-$68K	–	417
2018 Q4	$68K	Hold	10,000	–	–	0.04%	168
2018 Q3	$111K	Hold	10,000	–	–	0.06%	150
2018 Q2	$98K	Hold	10,000	–	–	0.06%	147
2018 Q1	$81K	Hold	10,000	–	–	0.05%	157
2017 Q4	$69K	Hold	10,000	–	–	0.04%	161
2017 Q3	$72K	Hold	10,000	–	–	0.05%	152
2017 Q2	$81K	Buy	10,000 +6,000	+150%	+$46.8K	0.05%	146
2017 Q1	$32K	Buy	+4,000	New	+$34.1K	0.02%	206

Other funds holding EPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s EPM Position: Q1 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Evolution Petroleum (EPM) in Q1 2019, closing a stake of 10,000 shares — an estimated $68K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in EPM in Q1 2017 and held it in 8 quarters. The position peaked at $111K in Q3 2018. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2019.

Sterling Investment Advisors (Pennsylvania) reported no remaining Evolution Petroleum position as of Q1 2019 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 10,000 Evolution Petroleum shares in Q1 2019, an estimated $68K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Evolution Petroleum in Q1 2017 and held it in 8 quarters.
Sterling Investment Advisors (Pennsylvania)'s Evolution Petroleum position peaked at $111K in Q3 2018.
121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2019, filed 1 May 2019.