Hershey Trust Company
MWE

Hershey Trust Company’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Hershey Trust Company’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
2013
Q3 		– Sell
-32,450
Closed -$2.17M – 99
2013
Q2 		$2.17M Buy
+32,450
New +$2.09M 0.03% 18

Other funds holding MWE

Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hershey Trust Company's MWE Position: Q3 2013 in Review

Hershey Trust Company sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2013, closing a stake of 32,450 shares — an estimated $2.17M sold.

Hershey Trust Company first reported a position in MWE in Q2 2013 and held it in 1 quarter. The position peaked at $2.17M in Q2 2013. 277 funds tracked by Wall St. Rank hold MWE as of Q3 2013.

  • Hershey Trust Company reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2013 after selling out during the quarter.
  • Hershey Trust Company sold 32,450 MARKWEST ENERGY PARTNERS, LP shares in Q3 2013, an estimated $2.17M.
  • Hershey Trust Company first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 1 quarter.
  • Hershey Trust Company's MARKWEST ENERGY PARTNERS, LP position peaked at $2.17M in Q2 2013.
  • 277 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2013.

Based on Hershey Trust Company's 13F filing for Q3 2013, filed 21 Oct 2013.