BGA
MWE

Belmont Global Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Belmont Global 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
Q1 		– Sell
-10,075
Closed -$677K – 134
2014
Q4 		$677K Sell
10,075
-7,125
-41% -$496K 0.67% 40
2014
Q3 		$1.32M Hold
17,200
– – 1.04% 28
2014
Q2 		$1.23M Sell
17,200
-1,800
-9% -$116K 0.89% 31
2014
Q1 		$1.24M Sell
19,000
-2,400
-11% -$162K 1.04% 25
2013
Q4 		$1.42M Buy
+21,400
New +$1.48M 1.14% 23

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Belmont Global Advisors's MWE Position: Q1 2015 in Review

Belmont Global Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q1 2015, closing a stake of 10,075 shares — an estimated $677K sold.

Belmont Global Advisors first reported a position in MWE in Q4 2013 and held it in 5 quarters. The position peaked at $1.42M in Q4 2013. 315 funds tracked by Wall St. Rank hold MWE as of Q1 2015.

  • Belmont Global Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q1 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 10,075 MARKWEST ENERGY PARTNERS, LP shares in Q1 2015, an estimated $677K.
  • Belmont Global Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q4 2013 and held it in 5 quarters.
  • Belmont Global Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $1.42M in Q4 2013.
  • 315 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q1 2015.

Based on Belmont Global Advisors's 13F filing for Q1 2015, filed 15 May 2015.