WFG Advisors’s EP Energy Corporation EPE Stock Holding History

WFG Advisors’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	$2K	Hold	680	–	–	﹤0.01%	1448
2017 Q1	$3K	Hold	680	–	–	﹤0.01%	1309
2016 Q4	$4K	Hold	680	–	–	﹤0.01%	1332
2016 Q3	$3K	Hold	680	–	–	﹤0.01%	1373
2016 Q2	$4K	Hold	680	–	–	﹤0.01%	1301
2016 Q1	$3K	Hold	680	–	–	﹤0.01%	1308
2015 Q4	$3K	Hold	680	–	–	﹤0.01%	1329
2015 Q3	$4K	Buy	+680	New	+$5.14K	﹤0.01%	1322

Other funds holding EPE

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

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 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CPA

Columbia Pacific Advisors Seattle, Washington $31M AUM 29.53% 1-Year Est. Return

WFG Advisors's EPE Position: Q2 2017 in Review

WFG Advisors held its EP Energy Corporation (EPE) position steady in Q2 2017 at 680 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

WFG Advisors first reported a position in EPE in Q3 2015 and has held it in 8 quarters since. The position peaked at $4K in Q4 2016. 91 funds tracked by Wall St. Rank hold EPE as of Q2 2017.

WFG Advisors held 680 shares of EP Energy Corporation worth $2K as of Q2 2017.
WFG Advisors left its EP Energy Corporation share count unchanged in Q2 2017.
EP Energy Corporation made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1448 holding.
WFG Advisors first reported a position in EP Energy Corporation in Q3 2015 and has held it in 8 quarters since.
WFG Advisors's EP Energy Corporation position peaked at $4K in Q4 2016.
91 funds tracked by Wall St. Rank held EP Energy Corporation as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.