EI
MWE

Excelsia Inc’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Excelsia Inc’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 		$819K Sell
14,525
-1,069
-7% -$69K 1.72% 13
2015
Q1 		$1.03M Buy
15,594
+1,917
+14% +$118K 1.99% 18
2014
Q4 		$919K Sell
13,677
-4,789
-26% -$334K 2.15% 19
2014
Q3 		$1.42M Buy
+18,466
New +$1.38M 2.35% 15

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 21.71% 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

Excelsia Inc's MWE Position: Q2 2015 in Review

Excelsia Inc reduced its MARKWEST ENERGY PARTNERS, LP (MWE) stake by 6.9% in Q2 2015, selling an estimated $69K and leaving 14,525 shares worth $819K. The position accounts for 1.72% of the portfolio, ranked #13.

Excelsia Inc first reported a position in MWE in Q3 2014 and has held it in 4 quarters since. The position peaked at $1.42M in Q3 2014. 316 funds tracked by Wall St. Rank hold MWE as of Q2 2015.

  • Excelsia Inc held 14,525 shares of MARKWEST ENERGY PARTNERS, LP worth $819K as of Q2 2015.
  • Excelsia Inc sold 1,069 MARKWEST ENERGY PARTNERS, LP shares in Q2 2015, an estimated $69K.
  • MARKWEST ENERGY PARTNERS, LP made up 1.72% of Excelsia Inc's portfolio in Q2 2015, its #13 holding.
  • Excelsia Inc first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2014 and has held it in 4 quarters since.
  • Excelsia Inc's MARKWEST ENERGY PARTNERS, LP position peaked at $1.42M in Q3 2014.
  • 316 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2015.

Based on Excelsia Inc's 13F filing for Q2 2015, filed 29 Jul 2015.