PFBT
EVEP

Parkside Financial Bank & Trust’s EV Energy Partners, L.P. EVEP Stock Holding History

Parkside Financial Bank & Trust’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
Q3 		– Sell
-971
Closed -$1K – 1620
2017
Q2 		$1K Hold
971
– – ﹤0.01% 1357
2017
Q1 		$1K Hold
971
– – ﹤0.01% 1307
2016
Q4 		$2K Hold
971
– – ﹤0.01% 1005
2016
Q3 		$2K Hold
971
– – ﹤0.01% 987
2016
Q2 		$2K Hold
971
– – ﹤0.01% 970
2016
Q1 		$2K Hold
971
– – ﹤0.01% 944
2015
Q4 		$3K Hold
971
– – ﹤0.01% 876
2015
Q3 		$6K Buy
+971
New +$8.49K ﹤0.01% 766

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Parkside Financial Bank & Trust's EVEP Position: Q3 2017 in Review

Parkside Financial Bank & Trust sold out of EV Energy Partners, L.P. (EVEP) in Q3 2017, closing a stake of 971 shares — an estimated $1K sold.

Parkside Financial Bank & Trust first reported a position in EVEP in Q3 2015 and held it in 8 quarters. The position peaked at $6K in Q3 2015. 32 funds tracked by Wall St. Rank hold EVEP as of Q3 2017.

  • Parkside Financial Bank & Trust reported no remaining EV Energy Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 971 EV Energy Partners, L.P. shares in Q3 2017, an estimated $1K.
  • Parkside Financial Bank & Trust first reported a position in EV Energy Partners, L.P. in Q3 2015 and held it in 8 quarters.
  • Parkside Financial Bank & Trust's EV Energy Partners, L.P. position peaked at $6K in Q3 2015.
  • 32 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q3 2017.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2017, filed 27 Oct 2017.