TRUE Private Wealth Advisors’s Evolution Petroleum EPM Stock Holding History

TRUE Private Wealth Advisors’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 Q3	–	Sell	-1,039	Closed	-$7K	–	375
2019 Q2	$7K	Buy	+1,039	New	+$7.01K	﹤0.01%	591
2018 Q4	–	Sell	-1,063	Closed	-$11.7K	–	442
2018 Q3	$11.7K	Buy	+1,063	New	+$11.2K	﹤0.01%	720

Other funds holding EPM

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

RRAM

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

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

TRUE Private Wealth Advisors's EPM Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of Evolution Petroleum (EPM) in Q3 2019, closing a stake of 1,039 shares — an estimated $7K sold.

TRUE Private Wealth Advisors first reported a position in EPM in Q3 2018 and held it in 2 quarters. The position peaked at $11.7K in Q3 2018. 112 funds tracked by Wall St. Rank hold EPM as of Q3 2019.

TRUE Private Wealth Advisors reported no remaining Evolution Petroleum position as of Q3 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,039 Evolution Petroleum shares in Q3 2019, an estimated $7K.
TRUE Private Wealth Advisors first reported a position in Evolution Petroleum in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's Evolution Petroleum position peaked at $11.7K in Q3 2018.
112 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.