FANJ
MWE

Financial Architects (New Jersey)’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Financial Architects (New Jersey)’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
-800
Closed -$45K – 1177
2015
Q2 		$45K Hold
800
– – 0.02% 461
2015
Q1 		$53K Buy
+800
New +$49.1K 0.02% 391
2013
Q3 		– Sell
-100
Closed -$7K – 808
2013
Q2 		$7K Buy
+100
New +$6.44K 0.01% 522

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 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Financial Architects (New Jersey)'s MWE Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2015, closing a stake of 800 shares — an estimated $45K sold.

Financial Architects (New Jersey) first reported a position in MWE in Q2 2013 and held it in 3 quarters. The position peaked at $53K in Q1 2015. 293 funds tracked by Wall St. Rank hold MWE as of Q3 2015.

  • Financial Architects (New Jersey) reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 800 MARKWEST ENERGY PARTNERS, LP shares in Q3 2015, an estimated $45K.
  • Financial Architects (New Jersey) first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s MARKWEST ENERGY PARTNERS, LP position peaked at $53K in Q1 2015.
  • 293 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.