NFG
EVEP

Next Financial Group’s EV Energy Partners, L.P. EVEP Stock Holding History

Next Financial 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
Q4 		– Sell
-100
Closed – – 1714
2017
Q3 		$0 Hold
100
– – ﹤0.01% 2027
2017
Q2 		$0 Buy
+100
New +$113 ﹤0.01% 2030
2017
Q1 		– Sell
-10,200
Closed -$21K – 2468
2016
Q4 		$21K Hold
10,200
– – ﹤0.01% 1361
2016
Q3 		$24K Buy
10,200
+10,100
+10,100% +$24.2K ﹤0.01% 1283
2016
Q2 		$0 Hold
100
– – ﹤0.01% 1913
2016
Q1 		$0 Sell
100
-3,000
-97% -$6.48K ﹤0.01% 1942
2015
Q4 		$8K Buy
3,100
+1,150
+59% +$5.1K ﹤0.01% 1271
2015
Q3 		$11K Buy
1,950
+150
+8% +$1.31K ﹤0.01% 1185
2015
Q2 		$20K Sell
1,800
-1,900
-51% -$28.1K 0.01% 1009
2015
Q1 		$49K Buy
3,700
+1,350
+57% +$20.7K 0.02% 671
2014
Q4 		$45K Sell
2,350
-3,325
-59% -$95.4K 0.02% 697
2014
Q3 		$201K Sell
5,675
-270
-5% -$10.4K 0.04% 453
2014
Q2 		$219K Buy
+5,945
New +$215K 0.11% 146

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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

Next Financial Group's EVEP Position: Q4 2017 in Review

Next Financial Group sold out of EV Energy Partners, L.P. (EVEP) in Q4 2017, closing a stake of 100 shares.

Next Financial Group first reported a position in EVEP in Q2 2014 and held it in 13 quarters. The position peaked at $219K in Q2 2014. 38 funds tracked by Wall St. Rank hold EVEP as of Q4 2017.

  • Next Financial Group reported no remaining EV Energy Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 100 EV Energy Partners, L.P. shares in Q4 2017.
  • Next Financial Group first reported a position in EV Energy Partners, L.P. in Q2 2014 and held it in 13 quarters.
  • Next Financial Group's EV Energy Partners, L.P. position peaked at $219K in Q2 2014.
  • 38 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.