Principal Financial Group
EPE

Principal Financial Group’s EP Energy Corporation EPE Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-16,760
Closed -$76K – 2230
2016
Q1 		$76K Sell
16,760
-2,186,080
-99% -$8.02M ﹤0.01% 2101
2015
Q4 		$9.65M Sell
2,202,840
-1,325,538
-38% -$7.18M 0.01% 980
2015
Q3 		$18.2M Buy
3,528,378
+1,474,221
+72% +$11.1M 0.03% 593
2015
Q2 		$26.1M Sell
2,054,157
-282,729
-12% -$3.76M 0.04% 464
2015
Q1 		$24.5M Buy
+2,336,886
New +$24.6M 0.04% 462

Other funds holding EPE

AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Principal Financial Group's EPE Position: Q2 2016 in Review

Principal Financial Group sold out of EP Energy Corporation (EPE) in Q2 2016, closing a stake of 16,760 shares — an estimated $76K sold.

Principal Financial Group first reported a position in EPE in Q1 2015 and held it in 5 quarters. The position peaked at $26.1M in Q2 2015. 113 funds tracked by Wall St. Rank hold EPE as of Q2 2016.

  • Principal Financial Group reported no remaining EP Energy Corporation position as of Q2 2016 after selling out during the quarter.
  • Principal Financial Group sold 16,760 EP Energy Corporation shares in Q2 2016, an estimated $76K.
  • Principal Financial Group first reported a position in EP Energy Corporation in Q1 2015 and held it in 5 quarters.
  • Principal Financial Group's EP Energy Corporation position peaked at $26.1M in Q2 2015.
  • 113 funds tracked by Wall St. Rank held EP Energy Corporation as of Q2 2016.

Based on Principal Financial Group's 13F filing for Q2 2016, filed 9 Aug 2016.