LFR
EVEP

Lehman Financial Resources’s EV Energy Partners, L.P. EVEP Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-200
Closed -$1K – 429
2015
Q3 		$1K Hold
200
– – ﹤0.01% 443
2015
Q2 		$2K Hold
200
– – ﹤0.01% 391
2015
Q1 		$3K Hold
200
– – ﹤0.01% 378
2014
Q4 		$4K Hold
200
– – ﹤0.01% 359
2014
Q3 		$7K Hold
200
– – ﹤0.01% 335
2014
Q2 		$8K Hold
200
– – ﹤0.01% 311
2014
Q1 		$7K Hold
200
– – ﹤0.01% 320
2013
Q4 		$7K Hold
200
– – ﹤0.01% 308
2013
Q3 		$7K Hold
200
– – ﹤0.01% 293
2013
Q2 		$7K Buy
+200
New +$8.53K ﹤0.01% 262

Other funds holding EVEP

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Lehman Financial Resources's EVEP Position: Q4 2015 in Review

Lehman Financial Resources sold out of EV Energy Partners, L.P. (EVEP) in Q4 2015, closing a stake of 200 shares — an estimated $1K sold.

Lehman Financial Resources first reported a position in EVEP in Q2 2013 and held it in 10 quarters. The position peaked at $8K in Q2 2014. 61 funds tracked by Wall St. Rank hold EVEP as of Q4 2015.

  • Lehman Financial Resources reported no remaining EV Energy Partners, L.P. position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 200 EV Energy Partners, L.P. shares in Q4 2015, an estimated $1K.
  • Lehman Financial Resources first reported a position in EV Energy Partners, L.P. in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's EV Energy Partners, L.P. position peaked at $8K in Q2 2014.
  • 61 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.