1IC
MWE

1919 Investment Counsel’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

1919 Investment Counsel’s Portfolio MWE Stock Details MWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$18.6M Sell
241,577
-210
-0.1% -$15.7K 0.38% 79
2014
Q2 		$17.3M Sell
241,787
-535
-0.2% -$34.5K 0.35% 78
2014
Q1 		$15.8M Sell
242,322
-470
-0.2% -$31.7K 0.32% 79
2013
Q4 		$16.1M Sell
242,792
-50
-0% -$3.47K 0.34% 76
2013
Q3 		$17.5M Buy
242,842
+670
+0.3% +$45.9K 0.39% 68
2013
Q2 		$16.2M Buy
+242,172
New +$15.6M 0.38% 65

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1919 Investment Counsel's MWE Position: Q3 2014 in Review

1919 Investment Counsel reduced its MARKWEST ENERGY PARTNERS, LP (MWE) stake by 0.09% in Q3 2014, selling an estimated $15.7K and leaving 241,577 shares worth $18.6M. The position accounts for 0.38% of the portfolio, ranked #79.

1919 Investment Counsel first reported a position in MWE in Q2 2013 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold MWE as of Q3 2014.

  • 1919 Investment Counsel held 241,577 shares of MARKWEST ENERGY PARTNERS, LP worth $18.6M as of Q3 2014.
  • 1919 Investment Counsel sold 210 MARKWEST ENERGY PARTNERS, LP shares in Q3 2014, an estimated $15.7K.
  • MARKWEST ENERGY PARTNERS, LP made up 0.38% of 1919 Investment Counsel's portfolio in Q3 2014, its #79 holding.
  • 1919 Investment Counsel first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and has held it in 6 quarters since.
  • 313 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.