IT
MWE

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

Independence Trust’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
Q3 		– Sell
-5,685
Closed -$321K – 129
2015
Q2 		$321K Hold
5,685
– – 0.22% 82
2015
Q1 		$376K Sell
5,685
-5,012
-47% -$308K 0.24% 72
2014
Q4 		$719K Hold
10,697
– – 0.44% 43
2014
Q3 		$822K Sell
10,697
-8,566
-44% -$640K 0.54% 35
2014
Q2 		$1.38M Buy
19,263
+2,538
+15% +$164K 0.88% 27
2014
Q1 		$1.09M Buy
16,725
+1,820
+12% +$123K 0.75% 31
2013
Q4 		$986K Sell
14,905
-602
-4% -$41.8K 0.67% 31
2013
Q3 		$1.12M Buy
15,507
+1,012
+7% +$69.3K 0.83% 26
2013
Q2 		$969K Buy
+14,495
New +$933K 0.7% 29

Other funds holding MWE

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Independence Trust's MWE Position: Q3 2015 in Review

Independence Trust sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2015, closing a stake of 5,685 shares — an estimated $321K sold.

Independence Trust first reported a position in MWE in Q2 2013 and held it in 9 quarters. The position peaked at $1.38M in Q2 2014. 293 funds tracked by Wall St. Rank hold MWE as of Q3 2015.

  • Independence Trust reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2015 after selling out during the quarter.
  • Independence Trust sold 5,685 MARKWEST ENERGY PARTNERS, LP shares in Q3 2015, an estimated $321K.
  • Independence Trust first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 9 quarters.
  • Independence Trust's MARKWEST ENERGY PARTNERS, LP position peaked at $1.38M in Q2 2014.
  • 293 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2015.

Based on Independence Trust's 13F filing for Q3 2015, filed 16 Oct 2015.