FIM
MWE

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

Fernwood 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
Q3 		– Sell
-4,000
Closed -$226K – 125
2015
Q2 		$226K Hold
4,000
– – 0.18% 103
2015
Q1 		$264K Hold
4,000
– – 0.22% 89
2014
Q4 		$269K Hold
4,000
– – 0.23% 89
2014
Q3 		$307K Hold
4,000
– – 0.26% 83
2014
Q2 		$286K Sell
4,000
-200
-5% -$12.9K 0.24% 89
2014
Q1 		$274K Hold
4,200
– – 0.25% 91
2013
Q4 		$278K Buy
+4,200
New +$291K 0.18% 115

Other funds holding MWE

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fernwood Investment Management's MWE Position: Q3 2015 in Review

Fernwood Investment Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2015, closing a stake of 4,000 shares — an estimated $226K sold.

Fernwood Investment Management first reported a position in MWE in Q4 2013 and held it in 7 quarters. The position peaked at $307K in Q3 2014. 293 funds tracked by Wall St. Rank hold MWE as of Q3 2015.

  • Fernwood Investment Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2015 after selling out during the quarter.
  • Fernwood Investment Management sold 4,000 MARKWEST ENERGY PARTNERS, LP shares in Q3 2015, an estimated $226K.
  • Fernwood Investment Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q4 2013 and held it in 7 quarters.
  • Fernwood Investment Management's MARKWEST ENERGY PARTNERS, LP position peaked at $307K in Q3 2014.
  • 293 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2015.

Based on Fernwood Investment Management's 13F filing for Q3 2015, filed 12 Nov 2015.