BPM
EPE

Bowling Portfolio Management’s EP Energy Corporation EPE Stock Holding History

Bowling Portfolio 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
Q1 		– Sell
-103,883
Closed -$680K – 391
2016
Q4 		$680K Buy
103,883
+628
+0.6% +$3.05K 0.1% 175
2016
Q3 		$452K Buy
+103,255
New +$431K 0.06% 248

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
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bowling Portfolio Management's EPE Position: Q1 2017 in Review

Bowling Portfolio Management sold out of EP Energy Corporation (EPE) in Q1 2017, closing a stake of 103,883 shares — an estimated $680K sold.

Bowling Portfolio Management first reported a position in EPE in Q3 2016 and held it in 2 quarters. The position peaked at $680K in Q4 2016. 100 funds tracked by Wall St. Rank hold EPE as of Q1 2017.

  • Bowling Portfolio Management reported no remaining EP Energy Corporation position as of Q1 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 103,883 EP Energy Corporation shares in Q1 2017, an estimated $680K.
  • Bowling Portfolio Management first reported a position in EP Energy Corporation in Q3 2016 and held it in 2 quarters.
  • Bowling Portfolio Management's EP Energy Corporation position peaked at $680K in Q4 2016.
  • 100 funds tracked by Wall St. Rank held EP Energy Corporation as of Q1 2017.

Based on Bowling Portfolio Management's 13F filing for Q1 2017, filed 1 May 2017.