ITIM
MWE

Indiana Trust & Investment Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Indiana Trust & Investment 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
2014
Q1 		– Sell
-600
Closed -$40K – 272
2013
Q4 		$40K Hold
600
– – 0.02% 180
2013
Q3 		$43K Buy
+600
New +$41.1K 0.03% 180

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Indiana Trust & Investment Management's MWE Position: Q1 2014 in Review

Indiana Trust & Investment Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q1 2014, closing a stake of 600 shares — an estimated $40K sold.

Indiana Trust & Investment Management first reported a position in MWE in Q3 2013 and held it in 2 quarters. The position peaked at $43K in Q3 2013. 298 funds tracked by Wall St. Rank hold MWE as of Q1 2014.

  • Indiana Trust & Investment Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q1 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 600 MARKWEST ENERGY PARTNERS, LP shares in Q1 2014, an estimated $40K.
  • Indiana Trust & Investment Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2013 and held it in 2 quarters.
  • Indiana Trust & Investment Management's MARKWEST ENERGY PARTNERS, LP position peaked at $43K in Q3 2013.
  • 298 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q1 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2014, filed 28 May 2014.