FFA
MWE

First Foundation Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

First Foundation Advisors’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
Q4 		– Sell
-3,812
Closed -$293K – 273
2014
Q3 		$293K Buy
3,812
+514
+16% +$38.4K 0.03% 178
2014
Q2 		$236K Buy
+3,298
New +$212K 0.03% 190

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Foundation Advisors's MWE Position: Q4 2014 in Review

First Foundation Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2014, closing a stake of 3,812 shares — an estimated $293K sold.

First Foundation Advisors first reported a position in MWE in Q2 2014 and held it in 2 quarters. The position peaked at $293K in Q3 2014. 319 funds tracked by Wall St. Rank hold MWE as of Q4 2014.

  • First Foundation Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2014 after selling out during the quarter.
  • First Foundation Advisors sold 3,812 MARKWEST ENERGY PARTNERS, LP shares in Q4 2014, an estimated $293K.
  • First Foundation Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2014 and held it in 2 quarters.
  • First Foundation Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $293K in Q3 2014.
  • 319 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2014.

Based on First Foundation Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.