ERIM
MWE

Eagle Ridge Investment Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Eagle Ridge Investment Management’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
Q2 		– Sell
-7,075
Closed -$468K – 60
2015
Q1 		$468K Sell
7,075
-211
-3% -$13K 0.21% 45
2014
Q4 		$490K Buy
7,286
+8
+0.1% +$557 0.22% 44
2014
Q3 		$559K Sell
7,278
-3
-0% -$224 0.27% 46
2014
Q2 		$521K Sell
7,281
-4
-0.1% -$258 0.24% 46
2014
Q1 		$476K Buy
7,285
+7
+0.1% +$472 0.23% 44
2013
Q4 		$481K Buy
7,278
+8
+0.1% +$555 0.24% 43
2013
Q3 		$525K Buy
7,270
+7
+0.1% +$480 0.29% 38
2013
Q2 		$486K Buy
+7,263
New +$467K 0.28% 40

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Eagle Ridge Investment Management's MWE Position: Q2 2015 in Review

Eagle Ridge Investment Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2015, closing a stake of 7,075 shares — an estimated $468K sold.

Eagle Ridge Investment Management first reported a position in MWE in Q2 2013 and held it in 8 quarters. The position peaked at $559K in Q3 2014. 316 funds tracked by Wall St. Rank hold MWE as of Q2 2015.

  • Eagle Ridge Investment Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2015 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 7,075 MARKWEST ENERGY PARTNERS, LP shares in Q2 2015, an estimated $468K.
  • Eagle Ridge Investment Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 8 quarters.
  • Eagle Ridge Investment Management's MARKWEST ENERGY PARTNERS, LP position peaked at $559K in Q3 2014.
  • 316 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2015.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2015, filed 21 Jul 2015.