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EP Wealth Advisors’s Gran Tierra Energy GTE Stock Holding History

EP Wealth Advisors’s Portfolio GTE Stock Details GTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,970
Closed -$44K – 184
2017
Q2 		$44K Hold
1,970
– – 0.01% 179
2017
Q1 		$52K Hold
1,970
– – 0.01% 159
2016
Q4 		$59K Hold
1,970
– – 0.01% 137
2016
Q3 		$59K Hold
1,970
– – 0.01% 135
2016
Q2 		$67K Buy
+1,970
New +$57.2K 0.01% 128

Other funds holding GTE

GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Amber Capital Management Grand Cayman, Cayman Islands $21.2M AUM 14.9% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

EP Wealth Advisors's GTE Position: Q3 2017 in Review

EP Wealth Advisors sold out of Gran Tierra Energy (GTE) in Q3 2017, closing a stake of 1,970 shares — an estimated $44K sold.

EP Wealth Advisors first reported a position in GTE in Q2 2016 and held it in 5 quarters. The position peaked at $67K in Q2 2016. 130 funds tracked by Wall St. Rank hold GTE as of Q3 2017.

  • EP Wealth Advisors reported no remaining Gran Tierra Energy position as of Q3 2017 after selling out during the quarter.
  • EP Wealth Advisors sold 1,970 Gran Tierra Energy shares in Q3 2017, an estimated $44K.
  • EP Wealth Advisors first reported a position in Gran Tierra Energy in Q2 2016 and held it in 5 quarters.
  • EP Wealth Advisors's Gran Tierra Energy position peaked at $67K in Q2 2016.
  • 130 funds tracked by Wall St. Rank held Gran Tierra Energy as of Q3 2017.

Based on EP Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.