EWA
VRN

EP Wealth Advisors’s Veren VRN Stock Holding History

EP Wealth Advisors’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-7,030
Closed -$235K – 141
2014
Q3 		$235K Sell
7,030
-79
-1% -$2.92K 0.04% 104
2014
Q2 		$288K Hold
7,109
– – 0.07% 87
2014
Q1 		$237K Buy
+7,109
New +$230K 0.06% 99

Other funds holding VRN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

EP Wealth Advisors sold out of Veren (VRN) in Q4 2014, closing a stake of 7,030 shares — an estimated $235K sold.

EP Wealth Advisors first reported a position in VRN in Q1 2014 and held it in 3 quarters. The position peaked at $288K in Q2 2014. 167 funds tracked by Wall St. Rank hold VRN as of Q4 2014.

  • EP Wealth Advisors reported no remaining Veren position as of Q4 2014 after selling out during the quarter.
  • EP Wealth Advisors sold 7,030 Veren shares in Q4 2014, an estimated $235K.
  • EP Wealth Advisors first reported a position in Veren in Q1 2014 and held it in 3 quarters.
  • EP Wealth Advisors's Veren position peaked at $288K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held Veren as of Q4 2014.

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