First Trust Advisors
EVEP

First Trust Advisors’s EV Energy Partners, L.P. EVEP Stock Holding History

First Trust Advisors’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
-323,595
Closed -$6.24M – 2344
2014
Q4 		$6.24M Buy
323,595
+142,155
+78% +$4.08M 0.02% 929
2014
Q3 		$6.44M Buy
+181,440
New +$6.97M 0.03% 896

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

First Trust Advisors's EVEP Position: Q1 2015 in Review

First Trust Advisors sold out of EV Energy Partners, L.P. (EVEP) in Q1 2015, closing a stake of 323,595 shares — an estimated $6.24M sold.

First Trust Advisors first reported a position in EVEP in Q3 2014 and held it in 2 quarters. The position peaked at $6.44M in Q3 2014. 83 funds tracked by Wall St. Rank hold EVEP as of Q1 2015.

  • First Trust Advisors reported no remaining EV Energy Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • First Trust Advisors sold 323,595 EV Energy Partners, L.P. shares in Q1 2015, an estimated $6.24M.
  • First Trust Advisors first reported a position in EV Energy Partners, L.P. in Q3 2014 and held it in 2 quarters.
  • First Trust Advisors's EV Energy Partners, L.P. position peaked at $6.44M in Q3 2014.
  • 83 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q1 2015.

Based on First Trust Advisors's 13F filing for Q1 2015, filed 4 May 2015.