IWMPD
MWE

Integrated Wealth Management (Palm Desert)’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-379
Closed -$21K – 1450
2015
Q2 		$21K Buy
379
+179
+90% +$11.6K 0.01% 601
2015
Q1 		$13K Buy
+200
New +$12.3K 0.01% 709

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

Integrated Wealth Management (Palm Desert)'s MWE Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2015, closing a stake of 379 shares — an estimated $21K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MWE in Q1 2015 and held it in 2 quarters. The position peaked at $21K in Q2 2015. 293 funds tracked by Wall St. Rank hold MWE as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 379 MARKWEST ENERGY PARTNERS, LP shares in Q3 2015, an estimated $21K.
  • Integrated Wealth Management (Palm Desert) first reported a position in MARKWEST ENERGY PARTNERS, LP in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s MARKWEST ENERGY PARTNERS, LP position peaked at $21K in Q2 2015.
  • 293 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.