CWM
EVEP

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

Catamount 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
-230
Closed -$3K – 217
2015
Q2 		$3K Buy
+230
New +$3.4K ﹤0.01% 161

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 $2.02B AUM 30.38% 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

Catamount Wealth Management's EVEP Position: Q3 2015 in Review

Catamount Wealth Management sold out of EV Energy Partners, L.P. (EVEP) in Q3 2015, closing a stake of 230 shares — an estimated $3K sold.

Catamount Wealth Management first reported a position in EVEP in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 71 funds tracked by Wall St. Rank hold EVEP as of Q3 2015.

  • Catamount Wealth Management reported no remaining EV Energy Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 230 EV Energy Partners, L.P. shares in Q3 2015, an estimated $3K.
  • Catamount Wealth Management first reported a position in EV Energy Partners, L.P. in Q2 2015 and held it in 1 quarter.
  • Catamount Wealth Management's EV Energy Partners, L.P. position peaked at $3K in Q2 2015.
  • 71 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.