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Virtus Fund Advisers’s Evolution Petroleum EPM Stock Holding History

Virtus Fund Advisers’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
2014
Q3 		– Sell
-1,674
Closed -$18K – 1386
2014
Q2 		$18K Buy
+1,674
New +$19.2K ﹤0.01% 2492

Other funds holding EPM

JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Virtus Fund Advisers's EPM Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Evolution Petroleum (EPM) in Q3 2014, closing a stake of 1,674 shares — an estimated $18K sold.

Virtus Fund Advisers first reported a position in EPM in Q2 2014 and held it in 1 quarter. The position peaked at $18K in Q2 2014. 85 funds tracked by Wall St. Rank hold EPM as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Evolution Petroleum position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 1,674 Evolution Petroleum shares in Q3 2014, an estimated $18K.
  • Virtus Fund Advisers first reported a position in Evolution Petroleum in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Evolution Petroleum position peaked at $18K in Q2 2014.
  • 85 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.