RWA
EPSN icon

RGT Wealth Advisors’s Epsilon Energy EPSN Stock Holding History

RGT Wealth Advisors’s Portfolio EPSN Stock Details EPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-11,790
Closed -$51K – 33
2019
Q1 		$51K Buy
+11,790
New +$49.8K 0.29% 18

Other funds holding EPSN

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
OCM
Oakview Capital Management Dallas, Texas $21.6M AUM 20.25% 1-Year Est. Return
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCS
Texas Children's Houston, Texas $20.5M AUM 51.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RGT Wealth Advisors's EPSN Position: Q2 2019 in Review

RGT Wealth Advisors sold out of Epsilon Energy (EPSN) in Q2 2019, closing a stake of 11,790 shares — an estimated $51K sold.

RGT Wealth Advisors first reported a position in EPSN in Q1 2019 and held it in 1 quarter. The position peaked at $51K in Q1 2019. 17 funds tracked by Wall St. Rank hold EPSN as of Q2 2019.

  • RGT Wealth Advisors reported no remaining Epsilon Energy position as of Q2 2019 after selling out during the quarter.
  • RGT Wealth Advisors sold 11,790 Epsilon Energy shares in Q2 2019, an estimated $51K.
  • RGT Wealth Advisors first reported a position in Epsilon Energy in Q1 2019 and held it in 1 quarter.
  • RGT Wealth Advisors's Epsilon Energy position peaked at $51K in Q1 2019.
  • 17 funds tracked by Wall St. Rank held Epsilon Energy as of Q2 2019.

Based on RGT Wealth Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.