RBC
EPE

Ronald Blue & Co’s EP Energy Corporation EPE Stock Holding History

Ronald Blue & Co’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
2017
Q2 		$74K Sell
20,125
-2,164
-10% -$9.45K ﹤0.01% 244
2017
Q1 		$106K Buy
22,289
+1,024
+5% +$5.24K ﹤0.01% 232
2016
Q4 		$139K Sell
21,265
-2,365
-10% -$11.5K 0.01% 209
2016
Q3 		$103K Buy
+23,630
New +$98.6K ﹤0.01% 200

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CPA
Columbia Pacific Advisors Seattle, Washington $31M AUM 29.53% 1-Year Est. Return

Ronald Blue & Co's EPE Position: Q2 2017 in Review

Ronald Blue & Co reduced its EP Energy Corporation (EPE) stake by 9.7% in Q2 2017, selling an estimated $9.45K and leaving 20,125 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Ronald Blue & Co first reported a position in EPE in Q3 2016 and has held it in 4 quarters since. The position peaked at $139K in Q4 2016. 91 funds tracked by Wall St. Rank hold EPE as of Q2 2017.

  • Ronald Blue & Co held 20,125 shares of EP Energy Corporation worth $74K as of Q2 2017.
  • Ronald Blue & Co sold 2,164 EP Energy Corporation shares in Q2 2017, an estimated $9.45K.
  • EP Energy Corporation made up ﹤0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #244 holding.
  • Ronald Blue & Co first reported a position in EP Energy Corporation in Q3 2016 and has held it in 4 quarters since.
  • Ronald Blue & Co's EP Energy Corporation position peaked at $139K in Q4 2016.
  • 91 funds tracked by Wall St. Rank held EP Energy Corporation as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.