HBWM
MWE

Hollow Brook Wealth Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Hollow Brook Wealth 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
2015
Q2 		– Sell
-9,398
Closed -$621K – 59
2015
Q1 		$621K Sell
9,398
-2,113
-18% -$130K 0.21% 36
2014
Q4 		$773K Buy
11,511
+8,831
+330% +$615K 0.25% 32
2014
Q3 		$206K Buy
+2,680
New +$200K 0.07% 60

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
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
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

Hollow Brook Wealth Management's MWE Position: Q2 2015 in Review

Hollow Brook Wealth Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2015, closing a stake of 9,398 shares — an estimated $621K sold.

Hollow Brook Wealth Management first reported a position in MWE in Q3 2014 and held it in 3 quarters. The position peaked at $773K in Q4 2014. 316 funds tracked by Wall St. Rank hold MWE as of Q2 2015.

  • Hollow Brook Wealth Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2015 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 9,398 MARKWEST ENERGY PARTNERS, LP shares in Q2 2015, an estimated $621K.
  • Hollow Brook Wealth Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2014 and held it in 3 quarters.
  • Hollow Brook Wealth Management's MARKWEST ENERGY PARTNERS, LP position peaked at $773K in Q4 2014.
  • 316 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2015.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.