GGPS
MWE

Gary Goldberg Planning Services’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Gary Goldberg Planning Services’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 		$4K Hold
55
– – ﹤0.01% 416
2014
Q3 		$4K Sell
55
-70
-56% -$5.23K ﹤0.01% 438
2014
Q2 		$9K Hold
125
– – ﹤0.01% 359
2014
Q1 		$8K Hold
125
– – ﹤0.01% 346
2013
Q4 		$8K Sell
125
-100
-44% -$6.94K ﹤0.01% 308
2013
Q3 		$16K Hold
225
– – 0.01% 263
2013
Q2 		$15K Buy
+225
New +$14.5K 0.01% 267

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T AUM 27.86% 1-Year Est. Return

Gary Goldberg Planning Services's MWE Position: Q4 2014 in Review

Gary Goldberg Planning Services held its MARKWEST ENERGY PARTNERS, LP (MWE) position steady in Q4 2014 at 55 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Gary Goldberg Planning Services first reported a position in MWE in Q2 2013 and has held it in 7 quarters since. The position peaked at $16K in Q3 2013. 319 funds tracked by Wall St. Rank hold MWE as of Q4 2014.

  • Gary Goldberg Planning Services held 55 shares of MARKWEST ENERGY PARTNERS, LP worth $4K as of Q4 2014.
  • Gary Goldberg Planning Services left its MARKWEST ENERGY PARTNERS, LP share count unchanged in Q4 2014.
  • MARKWEST ENERGY PARTNERS, LP made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #416 holding.
  • Gary Goldberg Planning Services first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's MARKWEST ENERGY PARTNERS, LP position peaked at $16K in Q3 2013.
  • 319 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.