Stratos Wealth Partners LTD Has Lowered Its Holding in Altria Group (MO) by $1.35 Million; Sta Wealth Management Holding in Evolution Petroleum (EPM) Has Trimmed as Stock Value Rose

Altria Group, Inc. (NYSE:MO) Logo

Sta Wealth Management Llc decreased its stake in Evolution Petroleum Corp (EPM) by 89.89% based on its latest 2018Q2 regulatory filing with the SEC. Sta Wealth Management Llc sold 177,895 shares as the company’s stock rose 2.02% with the market. The institutional investor held 20,000 shares of the energy company at the end of 2018Q2, valued at $197,000, down from 197,895 at the end of the previous reported quarter. Sta Wealth Management Llc who had been investing in Evolution Petroleum Corp for a number of months, seems to be less bullish one the $267.29M market cap company. The stock decreased 4.81% or $0.41 during the last trading session, reaching $8.11. About 106,496 shares traded. Evolution Petroleum Corporation (NYSEMKT:EPM) has risen 47.45% since December 6, 2017 and is uptrending. It has outperformed by 31.83% the S&P500.

Stratos Wealth Partners Ltd decreased its stake in Altria Group Inc (MO) by 21.05% based on its latest 2018Q2 regulatory filing with the SEC. Stratos Wealth Partners Ltd sold 24,160 shares as the company’s stock rose 10.45% with the market. The institutional investor held 90,637 shares of the farming and seeds and milling company at the end of 2018Q2, valued at $5.15 million, down from 114,797 at the end of the previous reported quarter. Stratos Wealth Partners Ltd who had been investing in Altria Group Inc for a number of months, seems to be less bullish one the $100.14 billion market cap company. The stock decreased 2.03% or $1.11 during the last trading session, reaching $53.29. About 4.01M shares traded. Altria Group, Inc. (NYSE:MO) has risen 1.49% since December 6, 2017 and is uptrending. It has underperformed by 14.13% the S&P500.

Analysts await Evolution Petroleum Corporation (NYSEAMERICAN:EPM) to report earnings on February, 6. They expect $0.15 EPS, up 25.00% or $0.03 from last year’s $0.12 per share. EPM’s profit will be $4.94M for 13.52 P/E if the $0.15 EPS becomes a reality. After $0.17 actual EPS reported by Evolution Petroleum Corporation for the previous quarter, Wall Street now forecasts -11.76% negative EPS growth.

Since June 6, 2018, it had 0 insider buys, and 11 insider sales for $10.45 million activity. $148,224 worth of Evolution Petroleum Corporation (NYSEAMERICAN:EPM) shares were sold by Joe David.

Sta Wealth Management Llc, which manages about $570.34 million and $316.86 million US Long portfolio, upped its stake in Select Sector Spdr Tr (XLU) by 12,084 shares to 16,398 shares, valued at $852,000 in 2018Q2, according to the filing. It also increased its holding in Select Sector Spdr Tr (XLP) by 6,254 shares in the quarter, for a total of 31,706 shares, and has risen its stake in Chevron Corp New (NYSE:CVX).

More important recent Evolution Petroleum Corporation (NYSEAMERICAN:EPM) news were published by: Investorplace.com which released: “20 High-Dividend Stocks With Too Much Cash to Count – Investorplace.com” on May 18, 2018, also Stockhouse.com published article titled: “Alithya acquires Edgewater Technology and becomes a leading North American strategy and digital technology firm – Stockhouse”, Investorplace.com published: “5 Best Performing Buy-Ranked Oil Stocks of the First Quarter – Investorplace.com” on April 03, 2018. More interesting news about Evolution Petroleum Corporation (NYSEAMERICAN:EPM) was released by: Globenewswire.com and their article: “Micron Solutions, Inc. Designates Mr. E. P. Marinos as a Director Emeritus and Appoints Mr. Andrei Soran to its Board of Directors – GlobeNewswire” with publication date: December 08, 2017.

Investors sentiment increased to 1.84 in Q2 2018. Its up 0.53, from 1.31 in 2018Q1. It is positive, as 8 investors sold EPM shares while 24 reduced holdings. 25 funds opened positions while 34 raised stakes. 22.33 million shares or 4.21% less from 23.31 million shares in 2018Q1 were reported. Wedge Capital Mngmt L LP Nc invested in 87,429 shares. American Group Inc stated it has 16,595 shares. Morgan Stanley reported 220,387 shares. Legal And General Grp Public Ltd Liability invested in 3,823 shares. Menta Capital Lc reported 0.33% in Evolution Petroleum Corporation (NYSEAMERICAN:EPM). Cornercap Inv Counsel has 100,375 shares for 0.14% of their portfolio. Federated Investors Pa has invested 0% of its portfolio in Evolution Petroleum Corporation (NYSEAMERICAN:EPM). Schwab Charles Invest Mngmt invested in 0% or 205,297 shares. Dimensional Fund Advisors Limited Partnership has invested 0% in Evolution Petroleum Corporation (NYSEAMERICAN:EPM). New York State Common Retirement Fund has 22,500 shares. Piedmont Advisors Ltd Liability Com owns 442 shares. California Employees Retirement Systems, California-based fund reported 102,947 shares. Amica Mutual Ins has invested 0.47% of its portfolio in Evolution Petroleum Corporation (NYSEAMERICAN:EPM). Bnp Paribas Arbitrage Sa has 0% invested in Evolution Petroleum Corporation (NYSEAMERICAN:EPM) for 846 shares. Raymond James Svcs Advsrs stated it has 10,700 shares or 0% of all its holdings.

Among 3 analysts covering Evolution Petroleum (NYSEMKT:EPM), 2 have Buy rating, 0 Sell and 1 Hold. Therefore 67% are positive. Evolution Petroleum had 5 analyst reports since August 18, 2015 according to SRatingsIntel. The company was downgraded on Thursday, October 20 by Northland Capital. As per Monday, November 9, the company rating was downgraded by Northland Capital. The rating was initiated by Sidoti with “Buy” on Thursday, October 15.

Since August 29, 2018, it had 0 insider buys, and 1 sale for $184,966 activity.

Among 21 analysts covering Altria Group Inc. (NYSE:MO), 15 have Buy rating, 0 Sell and 6 Hold. Therefore 71% are positive. Altria Group Inc. had 71 analyst reports since July 31, 2015 according to SRatingsIntel. The rating was upgraded by Jefferies on Friday, January 19 to “Buy”. The stock has “Sector Perform” rating by RBC Capital Markets on Monday, July 31. The stock of Altria Group, Inc. (NYSE:MO) earned “Buy” rating by Stifel Nicolaus on Wednesday, January 10. The firm has “Buy” rating by Piper Jaffray given on Monday, April 23. The stock of Altria Group, Inc. (NYSE:MO) earned “Hold” rating by RBC Capital Markets on Monday, November 6. Stifel Nicolaus maintained Altria Group, Inc. (NYSE:MO) rating on Monday, June 27. Stifel Nicolaus has “Buy” rating and $71 target. The firm earned “Buy” rating on Tuesday, June 14 by Berenberg. Cowen & Co maintained the shares of MO in report on Friday, July 7 with “Hold” rating. The stock of Altria Group, Inc. (NYSE:MO) earned “Equal-Weight” rating by Morgan Stanley on Tuesday, November 29. PiperJaffray maintained Altria Group, Inc. (NYSE:MO) on Friday, February 2 with “Overweight” rating.

Investors sentiment increased to 0.82 in 2018 Q2. Its up 0.09, from 0.73 in 2018Q1. It increased, as 65 investors sold MO shares while 529 reduced holdings. 106 funds opened positions while 379 raised stakes. 1.16 billion shares or 0.17% less from 1.16 billion shares in 2018Q1 were reported. Regent Management Ltd Liability Com reported 5,757 shares. Dana Inv Advisors invested in 0.12% or 50,197 shares. Oakworth Inc holds 0.12% or 9,873 shares. Wealthtrust Axiom Lc holds 0.12% or 5,991 shares in its portfolio. Bridges Inv has invested 0.49% in Altria Group, Inc. (NYSE:MO). Netherlands-based Pensionfund Dsm Netherlands has invested 0.74% in Altria Group, Inc. (NYSE:MO). Edgestream LP holds 4,449 shares or 0.05% of its portfolio. Mutual Of America Cap Management Ltd Liability Company holds 241,183 shares. Natixis LP reported 292,255 shares or 0.16% of all its holdings. Guyasuta Advsrs Inc invested 0.08% of its portfolio in Altria Group, Inc. (NYSE:MO). Ssi Investment Management holds 6,212 shares. 6.61M were reported by Franklin Resource. Stadion Money Mgmt has invested 0.01% in Altria Group, Inc. (NYSE:MO). Richard Bernstein Advisors Llc accumulated 0.02% or 8,782 shares. Salem Invest Counselors accumulated 28,601 shares.

Stratos Wealth Partners Ltd, which manages about $2.15B and $2.24 billion US Long portfolio, upped its stake in Ishares Tr (QUAL) by 22,061 shares to 23,280 shares, valued at $1.94M in 2018Q2, according to the filing. It also increased its holding in First Tr Exchange Traded Fd by 14,341 shares in the quarter, for a total of 14,517 shares, and has risen its stake in Spdr Series Trust.

Evolution Petroleum Corporation (NYSEAMERICAN:EPM) Institutional Positions Chart

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