BAIA
MWE

Bel Air Investment Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Bel Air Investment 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
2013
Q3 		$665K Hold
9,213
– – 0.09% 71
2013
Q2 		$616K Buy
+9,213
New +$593K 0.09% 75

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bel Air Investment Advisors's MWE Position: Q3 2013 in Review

Bel Air Investment Advisors held its MARKWEST ENERGY PARTNERS, LP (MWE) position steady in Q3 2013 at 9,213 shares worth $665K. The position accounts for 0.09% of the portfolio, ranked #71.

Bel Air Investment Advisors first reported a position in MWE in Q2 2013 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold MWE as of Q3 2013.

  • Bel Air Investment Advisors held 9,213 shares of MARKWEST ENERGY PARTNERS, LP worth $665K as of Q3 2013.
  • Bel Air Investment Advisors left its MARKWEST ENERGY PARTNERS, LP share count unchanged in Q3 2013.
  • MARKWEST ENERGY PARTNERS, LP made up 0.09% of Bel Air Investment Advisors's portfolio in Q3 2013, its #71 holding.
  • Bel Air Investment Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.