BIG
EVEP

Bellwether Investment Group’s EV Energy Partners, L.P. EVEP Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-523
Closed -$1K – 748
2017
Q1 		$1K Sell
523
-100
-16% -$179 ﹤0.01% 760
2016
Q4 		$1K Buy
+623
New +$1.29K ﹤0.01% 969
2016
Q2 		$1K Buy
+623
New +$1.51K ﹤0.01% 641

Other funds holding EVEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Bellwether Investment Group's EVEP Position: Q2 2017 in Review

Bellwether Investment Group sold out of EV Energy Partners, L.P. (EVEP) in Q2 2017, closing a stake of 523 shares — an estimated $1K sold.

Bellwether Investment Group first reported a position in EVEP in Q2 2016 and held it in 3 quarters. The position peaked at $1K in Q1 2017. 37 funds tracked by Wall St. Rank hold EVEP as of Q2 2017.

  • Bellwether Investment Group reported no remaining EV Energy Partners, L.P. position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 523 EV Energy Partners, L.P. shares in Q2 2017, an estimated $1K.
  • Bellwether Investment Group first reported a position in EV Energy Partners, L.P. in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's EV Energy Partners, L.P. position peaked at $1K in Q1 2017.
  • 37 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.