ICOA
MWE

Investment Centers of America’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Investment Centers of America’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
Q2 		– Sell
-3,146
Closed -$226K – 445
2014
Q1 		$226K Buy
+3,146
New +$212K 0.05% 320
2013
Q4 		– Sell
-3,146
Closed -$226K – 384
2013
Q3 		$226K Buy
+3,146
New +$216K 0.05% 324

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 $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Investment Centers of America's MWE Position: Q2 2014 in Review

Investment Centers of America sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2014, closing a stake of 3,146 shares — an estimated $226K sold.

Investment Centers of America first reported a position in MWE in Q3 2013 and held it in 2 quarters. The position peaked at $226K in Q1 2014. 300 funds tracked by Wall St. Rank hold MWE as of Q2 2014.

  • Investment Centers of America reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2014 after selling out during the quarter.
  • Investment Centers of America sold 3,146 MARKWEST ENERGY PARTNERS, LP shares in Q2 2014, an estimated $226K.
  • Investment Centers of America first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2013 and held it in 2 quarters.
  • Investment Centers of America's MARKWEST ENERGY PARTNERS, LP position peaked at $226K in Q1 2014.
  • 300 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2014.

Based on Investment Centers of America's 13F filing for Q2 2014, filed 5 Aug 2014.