SOAMC
EVEP

Spirit of America Management Corp’s EV Energy Partners, L.P. EVEP Stock Holding History

Spirit of America Management Corp’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
-18,207
Closed -$351K – 350
2014
Q4 		$351K Buy
18,207
+3,553
+24% +$102K 0.09% 221
2014
Q3 		$520K Buy
+14,654
New +$563K 0.16% 177

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 $5.1B AUM 17.16% 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 $1.81T AUM 41.13% 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

Spirit of America Management Corp's EVEP Position: Q1 2015 in Review

Spirit of America Management Corp sold out of EV Energy Partners, L.P. (EVEP) in Q1 2015, closing a stake of 18,207 shares — an estimated $351K sold.

Spirit of America Management Corp first reported a position in EVEP in Q3 2014 and held it in 2 quarters. The position peaked at $520K in Q3 2014. 83 funds tracked by Wall St. Rank hold EVEP as of Q1 2015.

  • Spirit of America Management Corp reported no remaining EV Energy Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • Spirit of America Management Corp sold 18,207 EV Energy Partners, L.P. shares in Q1 2015, an estimated $351K.
  • Spirit of America Management Corp first reported a position in EV Energy Partners, L.P. in Q3 2014 and held it in 2 quarters.
  • Spirit of America Management Corp's EV Energy Partners, L.P. position peaked at $520K in Q3 2014.
  • 83 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q1 2015.

Based on Spirit of America Management Corp's 13F filing for Q1 2015, filed 20 Apr 2015.