GWA
MWE

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

Genesis Wealth 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
Q1 		– Sell
-550
Closed -$33.2K – 489
2014
Q4 		$33.2K Buy
+550
New +$38.3K 0.03% 260

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Genesis Wealth Advisors's MWE Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q1 2015, closing a stake of 550 shares — an estimated $33.2K sold.

Genesis Wealth Advisors first reported a position in MWE in Q4 2014 and held it in 1 quarter. The position peaked at $33.2K in Q4 2014. 315 funds tracked by Wall St. Rank hold MWE as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 550 MARKWEST ENERGY PARTNERS, LP shares in Q1 2015, an estimated $33.2K.
  • Genesis Wealth Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $33.2K in Q4 2014.
  • 315 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.