BF
EPE

BOK Financial’s EP Energy Corporation EPE Stock Holding History

BOK Financial’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
2015
Q4 		– Sell
-47,707
Closed -$246K – 894
2015
Q3 		$246K Sell
47,707
-59,803
-56% -$452K 0.01% 730
2015
Q2 		$1.37M Buy
107,510
+89,910
+511% +$1.2M 0.05% 390
2015
Q1 		$185K Buy
+17,600
New +$185K 0.01% 789

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
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BOK Financial's EPE Position: Q4 2015 in Review

BOK Financial sold out of EP Energy Corporation (EPE) in Q4 2015, closing a stake of 47,707 shares — an estimated $246K sold.

BOK Financial first reported a position in EPE in Q1 2015 and held it in 3 quarters. The position peaked at $1.37M in Q2 2015. 137 funds tracked by Wall St. Rank hold EPE as of Q4 2015.

  • BOK Financial reported no remaining EP Energy Corporation position as of Q4 2015 after selling out during the quarter.
  • BOK Financial sold 47,707 EP Energy Corporation shares in Q4 2015, an estimated $246K.
  • BOK Financial first reported a position in EP Energy Corporation in Q1 2015 and held it in 3 quarters.
  • BOK Financial's EP Energy Corporation position peaked at $1.37M in Q2 2015.
  • 137 funds tracked by Wall St. Rank held EP Energy Corporation as of Q4 2015.

Based on BOK Financial's 13F filing for Q4 2015, filed 9 Feb 2016.