FWM
EPE

Frontier Wealth Management’s EP Energy Corporation EPE Stock Holding History

Frontier Wealth Management’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
2016
Q4 		– Sell
-11,175
Closed -$49K – 422
2016
Q3 		$49K Sell
11,175
-5,298
-32% -$22.1K 0.01% 359
2016
Q2 		$85K Sell
16,473
-6,072
-27% -$31.5K 0.01% 323
2016
Q1 		$102K Sell
22,545
-18,159
-45% -$66.6K 0.01% 338
2015
Q4 		$178K Buy
+40,704
New +$220K 0.03% 325

Other funds holding EPE

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Frontier Wealth Management's EPE Position: Q4 2016 in Review

Frontier Wealth Management sold out of EP Energy Corporation (EPE) in Q4 2016, closing a stake of 11,175 shares — an estimated $49K sold.

Frontier Wealth Management first reported a position in EPE in Q4 2015 and held it in 4 quarters. The position peaked at $178K in Q4 2015. 107 funds tracked by Wall St. Rank hold EPE as of Q4 2016.

  • Frontier Wealth Management reported no remaining EP Energy Corporation position as of Q4 2016 after selling out during the quarter.
  • Frontier Wealth Management sold 11,175 EP Energy Corporation shares in Q4 2016, an estimated $49K.
  • Frontier Wealth Management first reported a position in EP Energy Corporation in Q4 2015 and held it in 4 quarters.
  • Frontier Wealth Management's EP Energy Corporation position peaked at $178K in Q4 2015.
  • 107 funds tracked by Wall St. Rank held EP Energy Corporation as of Q4 2016.

Based on Frontier Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.