BC
EPE

Burleson & Co’s EP Energy Corporation EPE Stock Holding History

Burleson & Co’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
2019
Q2 		– Sell
-252,000
Closed -$69K – 107
2019
Q1 		$69K Buy
252,000
+31,500
+14% +$20.9K 0.03% 105
2018
Q4 		$150K Buy
220,500
+66,000
+43% +$98.6K 0.08% 97
2018
Q3 		$178K Buy
154,500
+105,000
+212% +$219K 0.1% 101
2018
Q2 		$149K Buy
+49,500
New +$118K 0.09% 106

Other funds holding EPE

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Burleson & Co's EPE Position: Q2 2019 in Review

Burleson & Co sold out of EP Energy Corporation (EPE) in Q2 2019, closing a stake of 252,000 shares — an estimated $69K sold.

Burleson & Co first reported a position in EPE in Q2 2018 and held it in 4 quarters. The position peaked at $178K in Q3 2018. 6 funds tracked by Wall St. Rank hold EPE as of Q2 2019.

  • Burleson & Co reported no remaining EP Energy Corporation position as of Q2 2019 after selling out during the quarter.
  • Burleson & Co sold 252,000 EP Energy Corporation shares in Q2 2019, an estimated $69K.
  • Burleson & Co first reported a position in EP Energy Corporation in Q2 2018 and held it in 4 quarters.
  • Burleson & Co's EP Energy Corporation position peaked at $178K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held EP Energy Corporation as of Q2 2019.

Based on Burleson & Co's 13F filing for Q2 2019, filed 5 Aug 2019.