EWM
MWE

Elite Wealth Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Elite Wealth 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
2014
Q1 		– Sell
-179
Closed -$12K – 785
2013
Q4 		$12K Buy
+179
New +$12.4K 0.01% 341

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Elite Wealth Management's MWE Position: Q1 2014 in Review

Elite Wealth Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q1 2014, closing a stake of 179 shares — an estimated $12K sold.

Elite Wealth Management first reported a position in MWE in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 298 funds tracked by Wall St. Rank hold MWE as of Q1 2014.

  • Elite Wealth Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 179 MARKWEST ENERGY PARTNERS, LP shares in Q1 2014, an estimated $12K.
  • Elite Wealth Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's MARKWEST ENERGY PARTNERS, LP position peaked at $12K in Q4 2013.
  • 298 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.