CC
MWE

Capital Counsel’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Capital Counsel’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
Q3 		– Sell
-12,400
Closed -$699K – 141
2015
Q2 		$699K Buy
12,400
+400
+3% +$25.8K 0.03% 70
2015
Q1 		$793K Hold
12,000
– – 0.04% 65
2014
Q4 		$806K Hold
12,000
– – 0.04% 66
2014
Q3 		$922K Hold
12,000
– – 0.05% 63
2014
Q2 		$859K Hold
12,000
– – 0.05% 63
2014
Q1 		$784K Hold
12,000
– – 0.04% 63
2013
Q4 		$794K Hold
12,000
– – 0.04% 63
2013
Q3 		$867K Hold
12,000
– – 0.05% 61
2013
Q2 		$802K Buy
+12,000
New +$772K 0.05% 60

Other funds holding MWE

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return