WA
EVEP

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

WFG 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
2016
Q4 		– Sell
-5,754
Closed -$14K – 1828
2016
Q3 		$14K Sell
5,754
-500
-8% -$1.2K ﹤0.01% 1042
2016
Q2 		$14K Buy
6,254
+754
+14% +$1.83K ﹤0.01% 1006
2016
Q1 		$11K Hold
5,500
– – ﹤0.01% 1040
2015
Q4 		$15K Hold
5,500
– – ﹤0.01% 979
2015
Q3 		$33K Buy
5,500
+5,000
+1,000% +$43.7K 0.01% 764
2015
Q2 		$6K Sell
500
-1,000
-67% -$14.8K ﹤0.01% 1328
2015
Q1 		$20K Buy
1,500
+1,000
+200% +$15.3K 0.01% 997
2014
Q4 		$10K Sell
500
-118
-19% -$3.38K ﹤0.01% 1476
2014
Q3 		$22K Buy
+618
New +$23.7K ﹤0.01% 1248
2014
Q1 		– Sell
-500
Closed -$17K – 2327
2013
Q4 		$17K Sell
500
-2,012
-80% -$70.9K ﹤0.01% 1409
2013
Q3 		$93K Sell
2,512
-475
-16% -$18.1K 0.01% 721
2013
Q2 		$112K Buy
+2,987
New +$127K 0.02% 625

Other funds holding EVEP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

WFG Advisors's EVEP Position: Q4 2016 in Review

WFG Advisors sold out of EV Energy Partners, L.P. (EVEP) in Q4 2016, closing a stake of 5,754 shares — an estimated $14K sold.

WFG Advisors first reported a position in EVEP in Q2 2013 and held it in 12 quarters. The position peaked at $112K in Q2 2013. 51 funds tracked by Wall St. Rank hold EVEP as of Q4 2016.

  • WFG Advisors reported no remaining EV Energy Partners, L.P. position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 5,754 EV Energy Partners, L.P. shares in Q4 2016, an estimated $14K.
  • WFG Advisors first reported a position in EV Energy Partners, L.P. in Q2 2013 and held it in 12 quarters.
  • WFG Advisors's EV Energy Partners, L.P. position peaked at $112K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.