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

Carson Wealth (CWM LLC)'s MWE Position: Q4 2015 in Review

Carson Wealth (CWM LLC) sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 1,000 shares — an estimated $43K sold.

Carson Wealth (CWM LLC) first reported a position in MWE in Q3 2013 and held it in 3 quarters. The position peaked at $43K in Q3 2015. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

Carson Wealth (CWM LLC) reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,000 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $43K.
Carson Wealth (CWM LLC) first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2013 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s MARKWEST ENERGY PARTNERS, LP position peaked at $43K in Q3 2015.
1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2015, filed 1 Feb 2016.