JWM
MWE

Jacobus Wealth Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Jacobus Wealth 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
2015
Q4 		– Sell
-4,600
Closed -$197K – 296
2015
Q3 		$197K Hold
4,600
– – 0.06% 205
2015
Q2 		$259K Sell
4,600
-750
-14% -$48.4K 0.06% 195
2015
Q1 		$354K Hold
5,350
– – 0.09% 157
2014
Q4 		$359K Sell
5,350
-9,230
-63% -$643K 0.09% 153
2014
Q3 		$1.12M Sell
14,580
-1,420
-9% -$106K 0.31% 71
2014
Q2 		$1.15M Buy
16,000
+50
+0.3% +$3.22K 0.29% 75
2014
Q1 		$1.04M Buy
15,950
+1,545
+11% +$104K 0.25% 81
2013
Q4 		$953K Buy
14,405
+4,600
+47% +$319K 0.28% 79
2013
Q3 		$708K Hold
9,805
– – 0.25% 76
2013
Q2 		$655K Buy
+9,805
New +$631K 0.24% 81

Other funds holding MWE

CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Jacobus Wealth Management's MWE Position: Q4 2015 in Review

Jacobus Wealth Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 4,600 shares — an estimated $197K sold.

Jacobus Wealth Management first reported a position in MWE in Q2 2013 and held it in 10 quarters. The position peaked at $1.15M in Q2 2014. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

  • Jacobus Wealth Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 4,600 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $197K.
  • Jacobus Wealth Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 10 quarters.
  • Jacobus Wealth Management's MARKWEST ENERGY PARTNERS, LP position peaked at $1.15M in Q2 2014.
  • 1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on Jacobus Wealth Management's 13F filing for Q4 2015, filed 8 Feb 2016.