AWE
EPE

Avidian Wealth Enterprises’s EP Energy Corporation EPE Stock Holding History

Avidian Wealth Enterprises’s Portfolio EPE Stock Details EPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-11,327
Closed -$50K – 88
2015
Q4 		$50K Buy
+11,327
New +$61.3K 0.02% 50

Other funds holding EPE

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Avidian Wealth Enterprises's EPE Position: Q1 2016 in Review

Avidian Wealth Enterprises sold out of EP Energy Corporation (EPE) in Q1 2016, closing a stake of 11,327 shares — an estimated $50K sold.

Avidian Wealth Enterprises first reported a position in EPE in Q4 2015 and held it in 1 quarter. The position peaked at $50K in Q4 2015. 103 funds tracked by Wall St. Rank hold EPE as of Q1 2016.

  • Avidian Wealth Enterprises reported no remaining EP Energy Corporation position as of Q1 2016 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 11,327 EP Energy Corporation shares in Q1 2016, an estimated $50K.
  • Avidian Wealth Enterprises first reported a position in EP Energy Corporation in Q4 2015 and held it in 1 quarter.
  • Avidian Wealth Enterprises's EP Energy Corporation position peaked at $50K in Q4 2015.
  • 103 funds tracked by Wall St. Rank held EP Energy Corporation as of Q1 2016.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2016, filed 16 May 2016.