U
EPE

UBS’s EP Energy Corporation EPE Stock Holding History

UBS’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
2014
Q3 		$9K Buy
+500
New +$9.64K ﹤0.01% 8973

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

UBS's EPE Position: Q3 2014 in Review

UBS reduced its EP Energy Corporation (EPE) stake by 28% in Q3 2014, selling an estimated $557K and leaving 75,537 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3319.

UBS first reported a position in EPE in Q1 2014 and has held it in 3 quarters since. The position peaked at $2.41M in Q2 2014. 88 funds tracked by Wall St. Rank hold EPE as of Q3 2014.

  • UBS held 75,537 shares of EP Energy Corporation worth $1.32M as of Q3 2014.
  • UBS sold 28,891 EP Energy Corporation shares in Q3 2014, an estimated $557K.
  • EP Energy Corporation made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3319 holding.
  • UBS first reported a position in EP Energy Corporation in Q1 2014 and has held it in 3 quarters since.
  • UBS's EP Energy Corporation position peaked at $2.41M in Q2 2014.
  • 88 funds tracked by Wall St. Rank held EP Energy Corporation as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.