IMA Advisory Services’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

IMA Advisory Services’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	-3,920	Closed	-$263K	–	159
2014 Q4	$263K	Hold	3,920	–	–	0.14%	131
2014 Q3	$301K	Hold	3,920	–	–	0.14%	136
2014 Q2	$281K	Sell	3,920 -200	-5%	-$12.9K	0.13%	143
2014 Q1	$269K	Buy	4,120 +110	+3%	+$7.42K	0.13%	139
2013 Q4	$265K	Hold	4,010	–	–	0.13%	141
2013 Q3	$290K	Hold	4,010	–	–	0.14%	130
2013 Q2	$268K	Buy	+4,010	New	+$258K	0.15%	141

Other funds holding MWE

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

IMA Advisory Services's MWE Position: Q1 2015 in Review

IMA Advisory Services sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q1 2015, closing a stake of 3,920 shares — an estimated $263K sold.

IMA Advisory Services first reported a position in MWE in Q2 2013 and held it in 7 quarters. The position peaked at $301K in Q3 2014. 315 funds tracked by Wall St. Rank hold MWE as of Q1 2015.

IMA Advisory Services reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q1 2015 after selling out during the quarter.
IMA Advisory Services sold 3,920 MARKWEST ENERGY PARTNERS, LP shares in Q1 2015, an estimated $263K.
IMA Advisory Services first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 7 quarters.
IMA Advisory Services's MARKWEST ENERGY PARTNERS, LP position peaked at $301K in Q3 2014.
315 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q1 2015.

Based on IMA Advisory Services's 13F filing for Q1 2015, filed 14 Apr 2015.