WI
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WHV Investments’s Evolution Petroleum EPM Stock Holding History

WHV Investments’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
Q4 		– Sell
-36,800
Closed -$338K – 142
2014
Q3 		$338K Hold
36,800
– – ﹤0.01% 145
2014
Q2 		$403K Sell
36,800
-8,760
-19% -$100K 0.01% 144
2014
Q1 		$581K Sell
45,560
-223,565
-83% -$2.86M 0.01% 141
2013
Q4 		$3.32M Sell
269,125
-6,200
-2% -$74.7K 0.03% 129
2013
Q3 		$3.1M Buy
275,325
+111,050
+68% +$1.28M 0.03% 161
2013
Q2 		$1.79M Buy
+164,275
New +$1.7M 0.02% 169

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

WHV Investments's EPM Position: Q4 2014 in Review

WHV Investments sold out of Evolution Petroleum (EPM) in Q4 2014, closing a stake of 36,800 shares — an estimated $338K sold.

WHV Investments first reported a position in EPM in Q2 2013 and held it in 6 quarters. The position peaked at $3.32M in Q4 2013. 86 funds tracked by Wall St. Rank hold EPM as of Q4 2014.

  • WHV Investments reported no remaining Evolution Petroleum position as of Q4 2014 after selling out during the quarter.
  • WHV Investments sold 36,800 Evolution Petroleum shares in Q4 2014, an estimated $338K.
  • WHV Investments first reported a position in Evolution Petroleum in Q2 2013 and held it in 6 quarters.
  • WHV Investments's Evolution Petroleum position peaked at $3.32M in Q4 2013.
  • 86 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2014.

Based on WHV Investments's 13F filing for Q4 2014, filed 17 Feb 2015.