TT
EVEP

Tiedemann Trust’s EV Energy Partners, L.P. EVEP Stock Holding History

Tiedemann 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
2015
Q2 		– Sell
-302,155
Closed -$4.03M – 74
2015
Q1 		$4.03M Buy
302,155
+110,053
+57% +$1.69M 0.37% 27
2014
Q4 		$3.7M Buy
192,102
+66,293
+53% +$1.9M 0.32% 31
2014
Q3 		$4.46M Buy
125,809
+3,360
+3% +$129K 0.4% 49
2014
Q2 		$4.85M Sell
122,449
-20,920
-15% -$757K 0.47% 45
2014
Q1 		$4.8K Buy
143,369
+8,750
+6% +$301K 0.52% 43
2013
Q4 		$4.57M Buy
134,619
+28,958
+27% +$1.02M 0.7% 26
2013
Q3 		$3.92M Buy
105,661
+1,620
+2% +$61.8K 0.67% 28
2013
Q2 		$3.89M Buy
+104,041
New +$4.44M 0.65% 29

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
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Tiedemann Trust's EVEP Position: Q2 2015 in Review

Tiedemann Trust sold out of EV Energy Partners, L.P. (EVEP) in Q2 2015, closing a stake of 302,155 shares — an estimated $4.03M sold.

Tiedemann Trust first reported a position in EVEP in Q2 2013 and held it in 8 quarters. The position peaked at $4.85M in Q2 2014. 79 funds tracked by Wall St. Rank hold EVEP as of Q2 2015.

  • Tiedemann Trust reported no remaining EV Energy Partners, L.P. position as of Q2 2015 after selling out during the quarter.
  • Tiedemann Trust sold 302,155 EV Energy Partners, L.P. shares in Q2 2015, an estimated $4.03M.
  • Tiedemann Trust first reported a position in EV Energy Partners, L.P. in Q2 2013 and held it in 8 quarters.
  • Tiedemann Trust's EV Energy Partners, L.P. position peaked at $4.85M in Q2 2014.
  • 79 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q2 2015.

Based on Tiedemann Trust's 13F filing for Q2 2015, filed 27 Jul 2015.