Dimensional Fund Advisors
EPE

Dimensional Fund Advisors’s EP Energy Corporation EPE Stock Holding History

Dimensional Fund Advisors’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
-511,170
Closed -$133K – 3496
2019
Q1 		$133K Sell
511,170
-4,447
-0.9% -$2.95K ﹤0.01% 3360
2018
Q4 		$361K Sell
515,617
-47,328
-8% -$70.7K ﹤0.01% 3198
2018
Q3 		$1.32M Sell
562,945
-58,792
-9% -$123K ﹤0.01% 3013
2018
Q2 		$1.86M Sell
621,737
-134
-0% -$319 ﹤0.01% 2905
2018
Q1 		$833K Hold
621,871
– – ﹤0.01% 3031
2017
Q4 		$1.47M Sell
621,871
-17,058
-3% -$40.8K ﹤0.01% 2917
2017
Q3 		$2.08M Sell
638,929
-170,353
-21% -$555K ﹤0.01% 2852
2017
Q2 		$2.96M Buy
809,282
+2,919
+0.4% +$12.7K ﹤0.01% 2755
2017
Q1 		$3.83M Sell
806,363
-9,387
-1% -$48.1K ﹤0.01% 2651
2016
Q4 		$5.34M Buy
815,750
+23,203
+3% +$113K ﹤0.01% 2525
2016
Q3 		$3.47M Sell
792,547
-6,600
-0.8% -$27.5K ﹤0.01% 2624
2016
Q2 		$4.14M Buy
799,147
+64,041
+9% +$332K ﹤0.01% 2566
2016
Q1 		$3.32M Sell
735,106
-3,827
-0.5% -$14K ﹤0.01% 2623
2015
Q4 		$3.23M Sell
738,933
-35,753
-5% -$194K ﹤0.01% 2664
2015
Q3 		$3.99M Buy
774,686
+15,204
+2% +$115K ﹤0.01% 2599
2015
Q2 		$9.67M Buy
+759,482
New +$10.1M 0.01% 2283

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

Dimensional Fund Advisors's EPE Position: Q2 2019 in Review

Dimensional Fund Advisors sold out of EP Energy Corporation (EPE) in Q2 2019, closing a stake of 511,170 shares — an estimated $133K sold.

Dimensional Fund Advisors first reported a position in EPE in Q2 2015 and held it in 16 quarters. The position peaked at $9.67M in Q2 2015. 6 funds tracked by Wall St. Rank hold EPE as of Q2 2019.

  • Dimensional Fund Advisors reported no remaining EP Energy Corporation position as of Q2 2019 after selling out during the quarter.
  • Dimensional Fund Advisors sold 511,170 EP Energy Corporation shares in Q2 2019, an estimated $133K.
  • Dimensional Fund Advisors first reported a position in EP Energy Corporation in Q2 2015 and held it in 16 quarters.
  • Dimensional Fund Advisors's EP Energy Corporation position peaked at $9.67M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held EP Energy Corporation as of Q2 2019.

Based on Dimensional Fund Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.