Creative Planning
MWE

Creative Planning’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Creative Planning’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
-18,598
Closed -$798K – 4809
2015
Q3 		$798K Sell
18,598
-512,295
-96% -$29.2M 0.01% 554
2015
Q2 		$29.9M Buy
530,893
+170,934
+47% +$11M 0.27% 40
2015
Q1 		$23.8M Buy
359,959
+265,823
+282% +$16.3M 0.22% 47
2014
Q4 		$6.33M Sell
94,136
-848,759
-90% -$59.1M 0.07% 124
2014
Q3 		$72.4M Buy
942,895
+895,179
+1,876% +$66.9M 0.84% 26
2014
Q2 		$3.42M Buy
47,716
+9,471
+25% +$610K 0.04% 158
2014
Q1 		$2.5M Buy
38,245
+12,036
+46% +$812K 0.04% 172
2013
Q4 		$1.73M Buy
26,209
+8,419
+47% +$584K 0.03% 204
2013
Q3 		$1.28M Buy
17,790
+4,098
+30% +$281K 0.03% 220
2013
Q2 		$915K Buy
+13,692
New +$881K 0.02% 251

Other funds holding MWE

CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Creative Planning's MWE Position: Q4 2015 in Review

Creative Planning sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 18,598 shares — an estimated $798K sold.

Creative Planning first reported a position in MWE in Q2 2013 and held it in 10 quarters. The position peaked at $72.4M in Q3 2014. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

  • Creative Planning reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 18,598 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $798K.
  • Creative Planning first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 10 quarters.
  • Creative Planning's MARKWEST ENERGY PARTNERS, LP position peaked at $72.4M in Q3 2014.
  • 1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.