EWA
FELP

EP Wealth Advisors’s Foresight Energy LP FELP Stock Holding History

EP Wealth Advisors’s Portfolio FELP Stock Details FELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-13,300
Closed -$4K – 443
2019
Q3 		$4K Buy
+13,300
New +$6.33K ﹤0.01% 359

Other funds holding FELP

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

EP Wealth Advisors's FELP Position: Q4 2019 in Review

EP Wealth Advisors sold out of Foresight Energy LP (FELP) in Q4 2019, closing a stake of 13,300 shares — an estimated $4K sold.

EP Wealth Advisors first reported a position in FELP in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 4 funds tracked by Wall St. Rank hold FELP as of Q4 2019.

  • EP Wealth Advisors reported no remaining Foresight Energy LP position as of Q4 2019 after selling out during the quarter.
  • EP Wealth Advisors sold 13,300 Foresight Energy LP shares in Q4 2019, an estimated $4K.
  • EP Wealth Advisors first reported a position in Foresight Energy LP in Q3 2019 and held it in 1 quarter.
  • EP Wealth Advisors's Foresight Energy LP position peaked at $4K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Foresight Energy LP as of Q4 2019.

Based on EP Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.