BRWM
EVEP

B. Riley Wealth Management’s EV Energy Partners, L.P. EVEP Stock Holding History

B. Riley Wealth Management’s Portfolio EVEP Stock Details EVEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-125
Closed -$1K – 927
2015
Q2 		$1K Hold
125
– – ﹤0.01% 997
2015
Q1 		$1K Sell
125
-1,000
-89% -$15.3K ﹤0.01% 1009
2014
Q4 		$21K Sell
1,125
-500
-31% -$14.3K 0.02% 583
2014
Q3 		$57K Sell
1,625
-3,100
-66% -$119K 0.04% 386
2014
Q2 		$187K Sell
4,725
-9,260
-66% -$335K 0.12% 225
2014
Q1 		$468K Buy
+13,985
New +$481K 0.35% 65

Other funds holding EVEP

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

B. Riley Wealth Management's EVEP Position: Q3 2015 in Review

B. Riley Wealth Management sold out of EV Energy Partners, L.P. (EVEP) in Q3 2015, closing a stake of 125 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in EVEP in Q1 2014 and held it in 6 quarters. The position peaked at $468K in Q1 2014. 71 funds tracked by Wall St. Rank hold EVEP as of Q3 2015.

  • B. Riley Wealth Management reported no remaining EV Energy Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 125 EV Energy Partners, L.P. shares in Q3 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in EV Energy Partners, L.P. in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's EV Energy Partners, L.P. position peaked at $468K in Q1 2014.
  • 71 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.