V
EVEP

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

Veritable’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
2014
Q4 		– Sell
-19,811
Closed -$703K – 994
2014
Q3 		$703K Sell
19,811
-1,850
-9% -$71.1K 0.01% 504
2014
Q2 		$858K Buy
21,661
+4,714
+28% +$171K 0.02% 441
2014
Q1 		$568K Buy
16,947
+1,799
+12% +$61.9K 0.01% 548
2013
Q4 		$514K Buy
15,148
+4,385
+41% +$155K 0.01% 577
2013
Q3 		$399K Buy
10,763
+1,212
+13% +$46.2K 0.01% 644
2013
Q2 		$357K Buy
+9,551
New +$407K 0.01% 668

Other funds holding EVEP

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Veritable's EVEP Position: Q4 2014 in Review

Veritable sold out of EV Energy Partners, L.P. (EVEP) in Q4 2014, closing a stake of 19,811 shares — an estimated $703K sold.

Veritable first reported a position in EVEP in Q2 2013 and held it in 6 quarters. The position peaked at $858K in Q2 2014. 89 funds tracked by Wall St. Rank hold EVEP as of Q4 2014.

  • Veritable reported no remaining EV Energy Partners, L.P. position as of Q4 2014 after selling out during the quarter.
  • Veritable sold 19,811 EV Energy Partners, L.P. shares in Q4 2014, an estimated $703K.
  • Veritable first reported a position in EV Energy Partners, L.P. in Q2 2013 and held it in 6 quarters.
  • Veritable's EV Energy Partners, L.P. position peaked at $858K in Q2 2014.
  • 89 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q4 2014.

Based on Veritable's 13F filing for Q4 2014, filed 17 Feb 2015.