EWM
MWE

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

Evercore 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
2015
Q2 		– Sell
-1,035
Closed -$69K – 1124
2015
Q1 		$69K Hold
1,035
– – ﹤0.01% 589
2014
Q4 		$70K Buy
+1,035
New +$72.1K ﹤0.01% 514
2013
Q4 		– Sell
-515
Closed -$37K – 1036
2013
Q3 		$37K Buy
+515
New +$35.3K ﹤0.01% 605

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Evercore Wealth Management's MWE Position: Q2 2015 in Review

Evercore Wealth Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2015, closing a stake of 1,035 shares — an estimated $69K sold.

Evercore Wealth Management first reported a position in MWE in Q3 2013 and held it in 3 quarters. The position peaked at $70K in Q4 2014. 316 funds tracked by Wall St. Rank hold MWE as of Q2 2015.

  • Evercore Wealth Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,035 MARKWEST ENERGY PARTNERS, LP shares in Q2 2015, an estimated $69K.
  • Evercore Wealth Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2013 and held it in 3 quarters.
  • Evercore Wealth Management's MARKWEST ENERGY PARTNERS, LP position peaked at $70K in Q4 2014.
  • 316 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.