CIA
MWE

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

Capital 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
2015
Q3 		– Sell
-6,471
Closed -$365K – 405
2015
Q2 		$365K Sell
6,471
-370
-5% -$23.9K 0.04% 278
2015
Q1 		$452K Sell
6,841
-554
-7% -$34K 0.05% 254
2014
Q4 		$497K Buy
7,395
+252
+4% +$17.6K 0.06% 241
2014
Q3 		$549K Buy
7,143
+80
+1% +$5.98K 0.06% 217
2014
Q2 		$506K Buy
7,063
+100
+1% +$6.44K 0.06% 228
2014
Q1 		$455K Sell
6,963
-960
-12% -$64.7K 0.06% 248
2013
Q4 		$524K Buy
+7,923
New +$550K 0.07% 220

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 $666B 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 $871B 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 $303B AUM 53.02% 1-Year Est. Return

Capital Investment Advisors's MWE Position: Q3 2015 in Review

Capital Investment Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2015, closing a stake of 6,471 shares — an estimated $365K sold.

Capital Investment Advisors first reported a position in MWE in Q4 2013 and held it in 7 quarters. The position peaked at $549K in Q3 2014. 293 funds tracked by Wall St. Rank hold MWE as of Q3 2015.

  • Capital Investment Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2015 after selling out during the quarter.
  • Capital Investment Advisors sold 6,471 MARKWEST ENERGY PARTNERS, LP shares in Q3 2015, an estimated $365K.
  • Capital Investment Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q4 2013 and held it in 7 quarters.
  • Capital Investment Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $549K in Q3 2014.
  • 293 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2015.

Based on Capital Investment Advisors's 13F filing for Q3 2015, filed 28 Oct 2015.