Creative Planning’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-18,598
| Closed | -$798K | – | 4644 |
|
|
2015
Q3 | $798K | Sell |
18,598
-512,295
| -96% | -$22M | 0.01% | 553 |
|
|
2015
Q2 | $29.9M | Buy |
530,893
+170,934
| +47% | +$9.64M | 0.27% | 40 |
|
|
2015
Q1 | $23.8M | Buy |
359,959
+265,823
| +282% | +$17.6M | 0.22% | 47 |
|
|
2014
Q4 | $6.33M | Sell |
94,136
-848,759
| -90% | -$57M | 0.07% | 124 |
|
|
2014
Q3 | $72.4M | Buy |
942,895
+895,179
| +1,876% | +$68.8M | 0.84% | 26 |
|
|
2014
Q2 | $3.42M | Buy |
47,716
+9,471
| +25% | +$678K | 0.04% | 158 |
|
|
2014
Q1 | $2.5M | Buy |
38,245
+12,036
| +46% | +$786K | 0.04% | 172 |
|
|
2013
Q4 | $1.73M | Buy |
26,209
+8,419
| +47% | +$557K | 0.03% | 204 |
|
|
2013
Q3 | $1.29M | Buy |
17,790
+4,098
| +30% | +$296K | 0.03% | 220 |
|
|
2013
Q2 | $915K | Buy |
+13,692
| New | +$915K | 0.02% | 251 |
|