HB
MWE

Homrich & Berg’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Homrich & Berg’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
Q4 		– Sell
-11,700
Closed -$502K – 292
2015
Q3 		$502K Hold
11,700
– – 0.05% 137
2015
Q2 		$660K Buy
11,700
+366
+3% +$23.6K 0.06% 115
2015
Q1 		$749K Sell
11,334
-11
-0.1% -$676 0.07% 106
2014
Q4 		$762K Sell
11,345
-1,313
-10% -$91.5K 0.08% 107
2014
Q3 		$972K Hold
12,658
– – 0.1% 83
2014
Q2 		$906K Sell
12,658
-2,168
-15% -$140K 0.1% 82
2014
Q1 		$968K Sell
14,826
-5,287
-26% -$357K 0.13% 77
2013
Q4 		$1.33M Hold
20,113
– – 0.19% 47
2013
Q3 		$1.45M Buy
+20,113
New +$1.38M 0.23% 37

Other funds holding MWE

CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Homrich & Berg's MWE Position: Q4 2015 in Review

Homrich & Berg sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 11,700 shares — an estimated $502K sold.

Homrich & Berg first reported a position in MWE in Q3 2013 and held it in 9 quarters. The position peaked at $1.45M in Q3 2013. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

  • Homrich & Berg reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
  • Homrich & Berg sold 11,700 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $502K.
  • Homrich & Berg first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2013 and held it in 9 quarters.
  • Homrich & Berg's MARKWEST ENERGY PARTNERS, LP position peaked at $1.45M in Q3 2013.
  • 1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on Homrich & Berg's 13F filing for Q4 2015, filed 10 Feb 2016.