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MWE
Carson Wealth (CWM LLC)’s
MARKWEST ENERGY PARTNERS, LP
MWE
Stock Holding History
Carson Wealth (CWM LLC)’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
Q4
–
Sell
-1,000
Closed
-$43K
–
793
2015
Q3
$43K
Buy
+1,000
New
+$57K
﹤0.01%
298
2014
Q1
–
Sell
-554
Closed
-$37K
–
600
2013
Q4
$37K
Buy
554
+251
+83%
+$17.4K
0.01%
301
2013
Q3
$22K
Buy
+303
New
+$20.8K
0.01%
263
Other funds holding MWE
CCS
Crosspoint Capital Strategies
Orinda, California
$50.4M AUM
15.37%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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