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EP Wealth Advisors’s Vermilion Energy VET Stock Holding History

EP Wealth Advisors’s Portfolio VET Stock Details VET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,400
Closed -$389K – 139
2014
Q3 		$389K Hold
6,400
– – 0.06% 77
2014
Q2 		$446K Hold
6,400
– – 0.1% 68
2014
Q1 		$400K Hold
6,400
– – 0.11% 69
2013
Q4 		$375K Hold
6,400
– – 0.1% 84
2013
Q3 		$354K Hold
6,400
– – 0.11% 75
2013
Q2 		$313K Buy
+6,400
New +$319K 0.11% 63

Other funds holding VET

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
GMI
Greystone Managed Investments Regina, Saskatchewan, Canada $1.65B AUM 7.9% 1-Year Est. Return

EP Wealth Advisors's VET Position: Q4 2014 in Review

EP Wealth Advisors sold out of Vermilion Energy (VET) in Q4 2014, closing a stake of 6,400 shares — an estimated $389K sold.

EP Wealth Advisors first reported a position in VET in Q2 2013 and held it in 6 quarters. The position peaked at $446K in Q2 2014. 131 funds tracked by Wall St. Rank hold VET as of Q4 2014.

  • EP Wealth Advisors reported no remaining Vermilion Energy position as of Q4 2014 after selling out during the quarter.
  • EP Wealth Advisors sold 6,400 Vermilion Energy shares in Q4 2014, an estimated $389K.
  • EP Wealth Advisors first reported a position in Vermilion Energy in Q2 2013 and held it in 6 quarters.
  • EP Wealth Advisors's Vermilion Energy position peaked at $446K in Q2 2014.
  • 131 funds tracked by Wall St. Rank held Vermilion Energy as of Q4 2014.

Based on EP Wealth Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.