BAS
MWE

Brown Advisory Securities’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Brown Advisory Securities’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
-3,039
Closed -$201K – 342
2015
Q1 		$201K Sell
3,039
-362
-11% -$22.2K 0.07% 274
2014
Q4 		$228K Hold
3,401
– – 0.08% 233
2014
Q3 		$261K Hold
3,401
– – 0.1% 216
2014
Q2 		$241K Buy
3,401
+300
+10% +$19.3K 0.09% 236
2014
Q1 		$202K Buy
3,101
+75
+2% +$5.06K 0.08% 245
2013
Q4 		$200K Hold
3,026
– – 0.08% 240
2013
Q3 		$216K Buy
+3,026
New +$207K 0.09% 218

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 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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