GIM
MWE

Grassi Investment Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Grassi Investment Management’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
Q1 		– Sell
-46,850
Closed -$3.1M – 144
2013
Q4 		$3.1M Sell
46,850
-8,210
-15% -$570K 0.74% 60
2013
Q3 		$3.98M Sell
55,060
-300
-0.5% -$20.6K 1.05% 45
2013
Q2 		$3.7M Buy
+55,360
New +$3.56M 0.99% 46

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 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Grassi Investment Management's MWE Position: Q1 2014 in Review

Grassi Investment Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q1 2014, closing a stake of 46,850 shares — an estimated $3.1M sold.

Grassi Investment Management first reported a position in MWE in Q2 2013 and held it in 3 quarters. The position peaked at $3.98M in Q3 2013. 298 funds tracked by Wall St. Rank hold MWE as of Q1 2014.

  • Grassi Investment Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q1 2014 after selling out during the quarter.
  • Grassi Investment Management sold 46,850 MARKWEST ENERGY PARTNERS, LP shares in Q1 2014, an estimated $3.1M.
  • Grassi Investment Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 3 quarters.
  • Grassi Investment Management's MARKWEST ENERGY PARTNERS, LP position peaked at $3.98M in Q3 2013.
  • 298 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q1 2014.

Based on Grassi Investment Management's 13F filing for Q1 2014, filed 30 Apr 2014.