Creative Planning’s EP Energy Corporation EPE Stock Holding History

Creative Planning’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	-20,602	Closed	-$75K	–	4307
2017 Q2	$75K	Buy	20,602 +2,602	+14%	+$11.4K	﹤0.01%	2199
2017 Q1	$86K	Hold	18,000	–	–	﹤0.01%	2059
2016 Q4	$118K	Hold	18,000	–	–	﹤0.01%	1756
2016 Q3	$79K	Hold	18,000	–	–	﹤0.01%	2013
2016 Q2	$93K	Buy	18,000 +15,000	+500%	+$77.8K	﹤0.01%	1721
2016 Q1	$14K	Hold	3,000	–	–	﹤0.01%	3023
2015 Q4	$13K	Sell	3,000 -800	-21%	-$4.33K	﹤0.01%	3154
2015 Q3	$20K	Buy	+3,800	New	+$28.7K	﹤0.01%	2742

Other funds holding EPE

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's EPE Position: Q3 2017 in Review

Creative Planning sold out of EP Energy Corporation (EPE) in Q3 2017, closing a stake of 20,602 shares — an estimated $75K sold.

Creative Planning first reported a position in EPE in Q3 2015 and held it in 8 quarters. The position peaked at $118K in Q4 2016. 91 funds tracked by Wall St. Rank hold EPE as of Q3 2017.

Creative Planning reported no remaining EP Energy Corporation position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 20,602 EP Energy Corporation shares in Q3 2017, an estimated $75K.
Creative Planning first reported a position in EP Energy Corporation in Q3 2015 and held it in 8 quarters.
Creative Planning's EP Energy Corporation position peaked at $118K in Q4 2016.
91 funds tracked by Wall St. Rank held EP Energy Corporation as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.