GA
MWE

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

Geller 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
2015
Q3 		– Sell
-13,950
Closed -$787K – 35
2015
Q2 		$787K Buy
13,950
+1,260
+10% +$81.3K 0.46% 14
2015
Q1 		$839K Buy
12,690
+7,606
+150% +$467K 0.49% 13
2014
Q4 		$342K Hold
5,084
– – 0.2% 24
2014
Q3 		$391K Hold
5,084
– – 0.22% 23
2014
Q2 		$364K Hold
5,084
– – 0.24% 17
2014
Q1 		$332K Hold
5,084
– – 0.22% 16
2013
Q4 		$336K Buy
5,084
+620
+14% +$43K 0.23% 16
2013
Q3 		$322K Buy
4,464
+1,000
+29% +$68.5K 0.24% 16
2013
Q2 		$232K Buy
+3,464
New +$223K 0.2% 21

Other funds holding MWE

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Geller Advisors's MWE Position: Q3 2015 in Review

Geller Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2015, closing a stake of 13,950 shares — an estimated $787K sold.

Geller Advisors first reported a position in MWE in Q2 2013 and held it in 9 quarters. The position peaked at $839K in Q1 2015. 293 funds tracked by Wall St. Rank hold MWE as of Q3 2015.

  • Geller Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2015 after selling out during the quarter.
  • Geller Advisors sold 13,950 MARKWEST ENERGY PARTNERS, LP shares in Q3 2015, an estimated $787K.
  • Geller Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 9 quarters.
  • Geller Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $839K in Q1 2015.
  • 293 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2015.

Based on Geller Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.