BRWA
MWE

B. Riley Wealth Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

B. Riley Wealth Advisors’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
2015
Q2 		– Sell
-3,970
Closed -$262K – 610
2015
Q1 		$262K Buy
3,970
+25
+0.6% +$1.54K 0.06% 400
2014
Q4 		$265K Buy
3,945
+723
+22% +$50.4K 0.01% 1201
2014
Q3 		$247K Buy
3,222
+1,400
+77% +$105K 0.06% 433
2014
Q2 		$130K Sell
1,822
-392
-18% -$25.3K 0.03% 617
2014
Q1 		$145K Buy
+2,214
New +$149K 0.04% 502
2013
Q4 		– Sell
-2,817
Closed -$203K – 743
2013
Q3 		$203K Sell
2,817
-79
-3% -$5.41K 0.07% 329
2013
Q2 		$194K Buy
+2,896
New +$186K 0.07% 332

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

B. Riley Wealth Advisors's MWE Position: Q2 2015 in Review

B. Riley Wealth Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2015, closing a stake of 3,970 shares — an estimated $262K sold.

B. Riley Wealth Advisors first reported a position in MWE in Q2 2013 and held it in 7 quarters. The position peaked at $265K in Q4 2014. 316 funds tracked by Wall St. Rank hold MWE as of Q2 2015.

  • B. Riley Wealth Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,970 MARKWEST ENERGY PARTNERS, LP shares in Q2 2015, an estimated $262K.
  • B. Riley Wealth Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 7 quarters.
  • B. Riley Wealth Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $265K in Q4 2014.
  • 316 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.