WRM
EVEP

Weybosset Research & Management’s EV Energy Partners, L.P. EVEP Stock Holding History

Weybosset Research & Management’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
Q3 		– Sell
-6,826
Closed -$270K – 53
2014
Q2 		$270K Sell
6,826
-871
-11% -$31.5K 0.17% 44
2014
Q1 		$258K Sell
7,697
-13,070
-63% -$450K 0.17% 44
2013
Q4 		$705K Sell
20,767
-14,067
-40% -$496K 0.47% 28
2013
Q3 		$1.29M Sell
34,834
-5,091
-13% -$194K 0.95% 25
2013
Q2 		$1.49M Buy
+39,925
New +$1.7M 1.13% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Weybosset Research & Management's EVEP Position: Q3 2014 in Review

Weybosset Research & Management sold out of EV Energy Partners, L.P. (EVEP) in Q3 2014, closing a stake of 6,826 shares — an estimated $270K sold.

Weybosset Research & Management first reported a position in EVEP in Q2 2013 and held it in 5 quarters. The position peaked at $1.49M in Q2 2013. 105 funds tracked by Wall St. Rank hold EVEP as of Q3 2014.

  • Weybosset Research & Management reported no remaining EV Energy Partners, L.P. position as of Q3 2014 after selling out during the quarter.
  • Weybosset Research & Management sold 6,826 EV Energy Partners, L.P. shares in Q3 2014, an estimated $270K.
  • Weybosset Research & Management first reported a position in EV Energy Partners, L.P. in Q2 2013 and held it in 5 quarters.
  • Weybosset Research & Management's EV Energy Partners, L.P. position peaked at $1.49M in Q2 2013.
  • 105 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q3 2014.

Based on Weybosset Research & Management's 13F filing for Q3 2014, filed 3 Nov 2014.