UCFA
EVEP

United Capital Financial Advisors’s EV Energy Partners, L.P. EVEP Stock Holding History

United Capital Financial Advisors’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
Q2 		– Sell
-13,600
Closed -$3K – 1382
2018
Q1 		$3K Sell
13,600
-317
-2% -$186 ﹤0.01% 1305
2017
Q4 		$7K Buy
+13,917
New +$9.15K ﹤0.01% 1306
2015
Q3 		– Sell
-21,750
Closed -$249K – 1342
2015
Q2 		$249K Sell
21,750
-1,901
-8% -$28.1K ﹤0.01% 1126
2015
Q1 		$416K Sell
23,651
-47,174
-67% -$723K 0.01% 975
2014
Q4 		$1.36M Buy
70,825
+15,417
+28% +$442K 0.02% 567
2014
Q3 		$1.97M Sell
55,408
-2,217
-4% -$85.2K 0.03% 442
2014
Q2 		$2.28M Buy
57,625
+334
+0.6% +$12.1K 0.04% 389
2014
Q1 		$1.92M Buy
57,291
+13,791
+32% +$475K 0.04% 365
2013
Q4 		$1.48M Sell
43,500
-951
-2% -$33.5K 0.05% 285
2013
Q3 		$1.65M Buy
44,451
+31,151
+234% +$1.19M 0.05% 281
2013
Q2 		$497K Buy
+13,300
New +$567K 0.01% 505

Other funds holding EVEP

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

United Capital Financial Advisors's EVEP Position: Q2 2018 in Review

United Capital Financial Advisors sold out of EV Energy Partners, L.P. (EVEP) in Q2 2018, closing a stake of 13,600 shares — an estimated $3K sold.

United Capital Financial Advisors first reported a position in EVEP in Q2 2013 and held it in 11 quarters. The position peaked at $2.28M in Q2 2014. 2 funds tracked by Wall St. Rank hold EVEP as of Q2 2018.

  • United Capital Financial Advisors reported no remaining EV Energy Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,600 EV Energy Partners, L.P. shares in Q2 2018, an estimated $3K.
  • United Capital Financial Advisors first reported a position in EV Energy Partners, L.P. in Q2 2013 and held it in 11 quarters.
  • United Capital Financial Advisors's EV Energy Partners, L.P. position peaked at $2.28M in Q2 2014.
  • 2 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.