Stifel Financial
EVEP

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

Stifel Financial’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
2018
Q1 		– Sell
-10,235
Closed -$6K – 2816
2017
Q4 		$6K Sell
10,235
-1,095
-10% -$720 ﹤0.01% 2645
2017
Q3 		$7K Sell
11,330
-450
-4% -$238 ﹤0.01% 2577
2017
Q2 		$7K Sell
11,780
-7,144
-38% -$8.09K ﹤0.01% 2556
2017
Q1 		$28K Sell
18,924
-6,619
-26% -$11.9K ﹤0.01% 2493
2016
Q4 		$48K Sell
25,543
-5,947
-19% -$12.3K ﹤0.01% 2405
2016
Q3 		$71K Sell
31,490
-15,286
-33% -$36.6K ﹤0.01% 2315
2016
Q2 		$108K Sell
46,776
-21,133
-31% -$51.4K ﹤0.01% 2372
2016
Q1 		$132K Sell
67,909
-27,793
-29% -$60.1K ﹤0.01% 2076
2015
Q4 		$269K Buy
95,702
+56,638
+145% +$251K ﹤0.01% 1971
2015
Q3 		$234K Buy
39,064
+22,226
+132% +$194K ﹤0.01% 1942
2015
Q2 		$192K Buy
+16,838
New +$249K ﹤0.01% 2177
2014
Q4 		– Sell
-8,466
Closed -$300K – 2496
2014
Q3 		$300K Sell
8,466
-1,981
-19% -$76.1K ﹤0.01% 1799
2014
Q2 		$414K Buy
10,447
+3,424
+49% +$124K ﹤0.01% 1606
2014
Q1 		$235K Buy
+7,023
New +$242K ﹤0.01% 1851

Other funds holding EVEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial's EVEP Position: Q1 2018 in Review

Stifel Financial sold out of EV Energy Partners, L.P. (EVEP) in Q1 2018, closing a stake of 10,235 shares — an estimated $6K sold.

Stifel Financial first reported a position in EVEP in Q1 2014 and held it in 14 quarters. The position peaked at $414K in Q2 2014. 34 funds tracked by Wall St. Rank hold EVEP as of Q1 2018.

  • Stifel Financial reported no remaining EV Energy Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Stifel Financial sold 10,235 EV Energy Partners, L.P. shares in Q1 2018, an estimated $6K.
  • Stifel Financial first reported a position in EV Energy Partners, L.P. in Q1 2014 and held it in 14 quarters.
  • Stifel Financial's EV Energy Partners, L.P. position peaked at $414K in Q2 2014.
  • 34 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q1 2018.

Based on Stifel Financial's 13F filing for Q1 2018, filed 11 May 2018.