SIAP
EVEP

Sterling Investment Advisors (Pennsylvania)’s EV Energy Partners, L.P. EVEP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-92
Closed – – 393
2017
Q1 		$0 Hold
92
– – ﹤0.01% 349
2016
Q4 		$0 Buy
+92
New +$191 ﹤0.01% 305

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 $303B AUM 53.02% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s EVEP Position: Q2 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of EV Energy Partners, L.P. (EVEP) in Q2 2017, closing a stake of 92 shares.

Sterling Investment Advisors (Pennsylvania) first reported a position in EVEP in Q4 2016 and held it in 2 quarters. The position peaked at $0 in Q1 2017. 37 funds tracked by Wall St. Rank hold EVEP as of Q2 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining EV Energy Partners, L.P. position as of Q2 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 92 EV Energy Partners, L.P. shares in Q2 2017.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in EV Energy Partners, L.P. in Q4 2016 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s EV Energy Partners, L.P. position peaked at $0 in Q1 2017.
  • 37 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q2 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2017, filed 9 Aug 2017.