CO
MWE

Caldwell & Orkin’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Caldwell & Orkin’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
-15,100
Closed -$1.16M – 88
2014
Q3 		$1.16M Buy
+15,100
New +$1.13M 0.84% 40

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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 $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.81T AUM 41.13% 1-Year Est. Return

Caldwell & Orkin's MWE Position: Q4 2014 in Review

Caldwell & Orkin sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2014, closing a stake of 15,100 shares — an estimated $1.16M sold.

Caldwell & Orkin first reported a position in MWE in Q3 2014 and held it in 1 quarter. The position peaked at $1.16M in Q3 2014. 319 funds tracked by Wall St. Rank hold MWE as of Q4 2014.

  • Caldwell & Orkin reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2014 after selling out during the quarter.
  • Caldwell & Orkin sold 15,100 MARKWEST ENERGY PARTNERS, LP shares in Q4 2014, an estimated $1.16M.
  • Caldwell & Orkin first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2014 and held it in 1 quarter.
  • Caldwell & Orkin's MARKWEST ENERGY PARTNERS, LP position peaked at $1.16M in Q3 2014.
  • 319 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2014.

Based on Caldwell & Orkin's 13F filing for Q4 2014, filed 10 Feb 2015.