Envestnet Asset Management
EVEP

Envestnet Asset Management’s EV Energy Partners, L.P. EVEP Stock Holding History

Envestnet Asset 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
Q1 		– Sell
-258
Closed -$5K – 2588
2014
Q4 		$5K Buy
+258
New +$7.4K ﹤0.01% 2169

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management's EVEP Position: Q1 2015 in Review

Envestnet Asset Management sold out of EV Energy Partners, L.P. (EVEP) in Q1 2015, closing a stake of 258 shares — an estimated $5K sold.

Envestnet Asset Management first reported a position in EVEP in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 83 funds tracked by Wall St. Rank hold EVEP as of Q1 2015.

  • Envestnet Asset Management reported no remaining EV Energy Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • Envestnet Asset Management sold 258 EV Energy Partners, L.P. shares in Q1 2015, an estimated $5K.
  • Envestnet Asset Management first reported a position in EV Energy Partners, L.P. in Q4 2014 and held it in 1 quarter.
  • Envestnet Asset Management's EV Energy Partners, L.P. position peaked at $5K in Q4 2014.
  • 83 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q1 2015.

Based on Envestnet Asset Management's 13F filing for Q1 2015, filed 15 May 2015.