Morgan Stanley
EPE

Morgan Stanley’s EP Energy Corporation EPE Stock Holding History

Morgan Stanley’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
2019
Q2 		– Sell
-31,775
Closed -$9K – 6895
2019
Q1 		$9K Sell
31,775
-276,846
-90% -$183K ﹤0.01% 6226
2018
Q4 		$216K Buy
308,621
+214,967
+230% +$321K ﹤0.01% 5254
2018
Q3 		$219K Sell
93,654
-19,942
-18% -$41.7K ﹤0.01% 5417
2018
Q2 		$340K Buy
113,596
+10,367
+10% +$24.7K ﹤0.01% 5311
2018
Q1 		$138K Buy
103,229
+722
+0.7% +$1.39K ﹤0.01% 5617
2017
Q4 		$242K Sell
102,507
-124,370
-55% -$297K ﹤0.01% 5343
2017
Q3 		$740K Buy
226,877
+145,363
+178% +$474K ﹤0.01% 4628
2017
Q2 		$299K Sell
81,514
-17,490
-18% -$76.3K ﹤0.01% 5114
2017
Q1 		$470K Sell
99,004
-50,860
-34% -$260K ﹤0.01% 4875
2016
Q4 		$982K Sell
149,864
-589,889
-80% -$2.87M ﹤0.01% 4475
2016
Q3 		$3.24M Buy
739,753
+466,093
+170% +$1.94M ﹤0.01% 3099
2016
Q2 		$1.42M Sell
273,660
-231,557
-46% -$1.2M ﹤0.01% 3700
2016
Q1 		$2.28M Sell
505,217
-1,607,383
-76% -$5.89M ﹤0.01% 3240
2015
Q4 		$9.25M Buy
2,112,600
+277,823
+15% +$1.5M ﹤0.01% 2057
2015
Q3 		$9.45M Buy
1,834,777
+1,667,819
+999% +$12.6M ﹤0.01% 2008
2015
Q2 		$2.13M Buy
166,958
+86,293
+107% +$1.15M ﹤0.01% 3570
2015
Q1 		$845K Buy
80,665
+10,912
+16% +$115K ﹤0.01% 4258
2014
Q4 		$728K Buy
69,753
+12,101
+21% +$155K ﹤0.01% 4395
2014
Q3 		$1.01M Buy
57,652
+39,577
+219% +$763K ﹤0.01% 4021
2014
Q2 		$416K Sell
18,075
-659,656
-97% -$13.3M ﹤0.01% 4720
2014
Q1 		$13.3M Buy
+677,731
New +$12.6M 0.01% 1724

Other funds holding EPE

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Morgan Stanley's EPE Position: Q2 2019 in Review

Morgan Stanley sold out of EP Energy Corporation (EPE) in Q2 2019, closing a stake of 31,775 shares — an estimated $9K sold.

Morgan Stanley first reported a position in EPE in Q1 2014 and held it in 21 quarters. The position peaked at $13.3M in Q1 2014. 6 funds tracked by Wall St. Rank hold EPE as of Q2 2019.

  • Morgan Stanley reported no remaining EP Energy Corporation position as of Q2 2019 after selling out during the quarter.
  • Morgan Stanley sold 31,775 EP Energy Corporation shares in Q2 2019, an estimated $9K.
  • Morgan Stanley first reported a position in EP Energy Corporation in Q1 2014 and held it in 21 quarters.
  • Morgan Stanley's EP Energy Corporation position peaked at $13.3M in Q1 2014.
  • 6 funds tracked by Wall St. Rank held EP Energy Corporation as of Q2 2019.

Based on Morgan Stanley's 13F filing for Q2 2019, filed 14 Aug 2019.