United Capital Financial Advisors’s EV Energy Partners, L.P. EVEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-13,600
| Closed | -$3K | – | 1382 |
|
|
2018
Q1 | $3K | Sell |
13,600
-317
| -2% | -$70 | ﹤0.01% | 1305 |
|
|
2017
Q4 | $7K | Buy |
+13,917
| New | +$7K | ﹤0.01% | 1306 |
|
|
2015
Q3 | – | Sell |
-21,750
| Closed | -$249K | – | 1342 |
|
|
2015
Q2 | $249K | Sell |
21,750
-1,901
| -8% | -$21.8K | ﹤0.01% | 1126 |
|
|
2015
Q1 | $416K | Sell |
23,651
-47,174
| -67% | -$830K | 0.01% | 975 |
|
|
2014
Q4 | $1.37M | Buy |
70,825
+15,417
| +28% | +$297K | 0.02% | 567 |
|
|
2014
Q3 | $1.97M | Sell |
55,408
-2,217
| -4% | -$78.6K | 0.03% | 442 |
|
|
2014
Q2 | $2.28M | Buy |
57,625
+334
| +0.6% | +$13.2K | 0.04% | 389 |
|
|
2014
Q1 | $1.92M | Buy |
57,291
+13,791
| +32% | +$462K | 0.04% | 365 |
|
|
2013
Q4 | $1.48M | Sell |
43,500
-951
| -2% | -$32.3K | 0.05% | 285 |
|
|
2013
Q3 | $1.65M | Buy |
44,451
+31,151
| +234% | +$1.16M | 0.05% | 281 |
|
|
2013
Q2 | $497K | Buy |
+13,300
| New | +$497K | 0.01% | 505 |
|