BWM
EPE

Baystate Wealth Management’s EP Energy Corporation EPE Stock Holding History

Baystate Wealth Management’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
2017
Q3 		– Sell
-90
Closed -$1K – 709
2017
Q2 		$1K Hold
90
– – ﹤0.01% 670
2017
Q1 		$1K Buy
+90
New +$461 ﹤0.01% 634

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CPA
Columbia Pacific Advisors Seattle, Washington $31M AUM 29.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's EPE Position: Q3 2017 in Review

Baystate Wealth Management sold out of EP Energy Corporation (EPE) in Q3 2017, closing a stake of 90 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in EPE in Q1 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2017. 91 funds tracked by Wall St. Rank hold EPE as of Q3 2017.

  • Baystate Wealth Management reported no remaining EP Energy Corporation position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 90 EP Energy Corporation shares in Q3 2017, an estimated $1K.
  • Baystate Wealth Management first reported a position in EP Energy Corporation in Q1 2017 and held it in 2 quarters.
  • Baystate Wealth Management's EP Energy Corporation position peaked at $1K in Q2 2017.
  • 91 funds tracked by Wall St. Rank held EP Energy Corporation as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.