SIM
EPE

Sonora Investment Management’s EP Energy Corporation EPE Stock Holding History

Sonora Investment 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
2017
Q4 		– Sell
-3,000
Closed -$9.78K – 1245
2017
Q3 		$9.78K Hold
3,000
– – ﹤0.01% 738
2017
Q2 		$11K Buy
+3,000
New +$13.1K ﹤0.01% 679

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CPA
Columbia Pacific Advisors Seattle, Washington $31M AUM 29.53% 1-Year Est. Return

Sonora Investment Management's EPE Position: Q4 2017 in Review

Sonora Investment Management sold out of EP Energy Corporation (EPE) in Q4 2017, closing a stake of 3,000 shares — an estimated $9.78K sold.

Sonora Investment Management first reported a position in EPE in Q2 2017 and held it in 2 quarters. The position peaked at $11K in Q2 2017. 83 funds tracked by Wall St. Rank hold EPE as of Q4 2017.

  • Sonora Investment Management reported no remaining EP Energy Corporation position as of Q4 2017 after selling out during the quarter.
  • Sonora Investment Management sold 3,000 EP Energy Corporation shares in Q4 2017, an estimated $9.78K.
  • Sonora Investment Management first reported a position in EP Energy Corporation in Q2 2017 and held it in 2 quarters.
  • Sonora Investment Management's EP Energy Corporation position peaked at $11K in Q2 2017.
  • 83 funds tracked by Wall St. Rank held EP Energy Corporation as of Q4 2017.

Based on Sonora Investment Management's 13F filing for Q4 2017, filed 5 Feb 2018.