Northwestern Mutual Wealth Management
EVEP

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

Northwestern Mutual 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
2017
Q2 		– Sell
-550
Closed -$1K – 2245
2017
Q1 		$1K Sell
550
-500
-48% -$896 ﹤0.01% 1965
2016
Q4 		$2K Buy
+1,050
New +$2.17K ﹤0.01% 2104
2016
Q3 		– Sell
-550
Closed -$1K – 1868
2016
Q2 		$1K Buy
+550
New +$1.34K ﹤0.01% 2018

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Northwestern Mutual Wealth Management's EVEP Position: Q2 2017 in Review

Northwestern Mutual Wealth Management sold out of EV Energy Partners, L.P. (EVEP) in Q2 2017, closing a stake of 550 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in EVEP in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q4 2016. 37 funds tracked by Wall St. Rank hold EVEP as of Q2 2017.

  • Northwestern Mutual Wealth Management reported no remaining EV Energy Partners, L.P. position as of Q2 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 550 EV Energy Partners, L.P. shares in Q2 2017, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in EV Energy Partners, L.P. in Q2 2016 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's EV Energy Partners, L.P. position peaked at $2K in Q4 2016.
  • 37 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q2 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.