BWP
MWE

Baldwin Wealth Partners’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-15,803
Closed -$678K – 257
2015
Q3 		$678K Sell
15,803
-850
-5% -$48.5K 0.11% 142
2015
Q2 		$939K Buy
16,653
+100
+0.6% +$6.45K 0.14% 132
2015
Q1 		$1.09M Sell
16,553
-11,345
-41% -$697K 0.16% 123
2014
Q4 		$1.87M Buy
27,898
+705
+3% +$49.1K 0.27% 83
2014
Q3 		$2.09M Buy
27,193
+496
+2% +$37.1K 0.3% 76
2014
Q2 		$1.91M Hold
26,697
– – 0.28% 75
2014
Q1 		$1.74M Buy
26,697
+3,955
+17% +$267K 0.28% 75
2013
Q4 		$1.5M Sell
22,742
-2,050
-8% -$142K 0.24% 91
2013
Q3 		$1.79M Sell
24,792
-283
-1% -$19.4K 0.33% 75
2013
Q2 		$1.68M Buy
+25,075
New +$1.61M 0.33% 80

Other funds holding MWE

CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Baldwin Wealth Partners's MWE Position: Q4 2015 in Review

Baldwin Wealth Partners sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 15,803 shares — an estimated $678K sold.

Baldwin Wealth Partners first reported a position in MWE in Q2 2013 and held it in 10 quarters. The position peaked at $2.09M in Q3 2014. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

  • Baldwin Wealth Partners reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
  • Baldwin Wealth Partners sold 15,803 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $678K.
  • Baldwin Wealth Partners first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 10 quarters.
  • Baldwin Wealth Partners's MARKWEST ENERGY PARTNERS, LP position peaked at $2.09M in Q3 2014.
  • 1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on Baldwin Wealth Partners's 13F filing for Q4 2015, filed 11 Feb 2016.