BOIA
MWE

Bush ODonnell Investment Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Bush ODonnell 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
2014
Q4 		– Sell
-2,939
Closed -$226K – 44
2014
Q3 		$226K Hold
2,939
– – 0.13% 43
2014
Q2 		$210K Buy
+2,939
New +$189K 0.12% 48
2013
Q4 		– Sell
-3,986
Closed -$288K – 48
2013
Q3 		$288K Hold
3,986
– – 0.14% 44
2013
Q2 		$266K Buy
+3,986
New +$257K 0.13% 44

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bush ODonnell Investment Advisors's MWE Position: Q4 2014 in Review

Bush ODonnell Investment Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2014, closing a stake of 2,939 shares — an estimated $226K sold.

Bush ODonnell Investment Advisors first reported a position in MWE in Q2 2013 and held it in 4 quarters. The position peaked at $288K in Q3 2013. 319 funds tracked by Wall St. Rank hold MWE as of Q4 2014.

  • Bush ODonnell Investment Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2014 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 2,939 MARKWEST ENERGY PARTNERS, LP shares in Q4 2014, an estimated $226K.
  • Bush ODonnell Investment Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 4 quarters.
  • Bush ODonnell Investment Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $288K in Q3 2013.
  • 319 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2014.

Based on Bush ODonnell Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.