Jim Simons
MWE

Jim Simons’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Jim Simons’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
Q1 		– Sell
-113,345
Closed -$7.62M – 3480
2014
Q4 		$7.62M Sell
113,345
-191,075
-63% -$13.3M 0.02% 1029
2014
Q3 		$23.4M Sell
304,420
-119,025
-28% -$8.9M 0.06% 383
2014
Q2 		$30.3M Buy
+423,445
New +$27.3M 0.07% 316
2014
Q1 		– Sell
-141,445
Closed -$9.35M – 3177
2013
Q4 		$9.35M Buy
141,445
+24,600
+21% +$1.71M 0.02% 831
2013
Q3 		$8.44M Buy
116,845
+90,300
+340% +$6.19M 0.02% 887
2013
Q2 		$1.77M Buy
+26,545
New +$1.71M ﹤0.01% 1646

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Jim Simons's MWE Position: Q1 2015 in Review

Jim Simons sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q1 2015, closing a stake of 113,345 shares — an estimated $7.62M sold.

Jim Simons first reported a position in MWE in Q2 2013 and held it in 6 quarters. The position peaked at $30.3M in Q2 2014. 315 funds tracked by Wall St. Rank hold MWE as of Q1 2015.

  • Jim Simons reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q1 2015 after selling out during the quarter.
  • Jim Simons sold 113,345 MARKWEST ENERGY PARTNERS, LP shares in Q1 2015, an estimated $7.62M.
  • Jim Simons first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 6 quarters.
  • Jim Simons's MARKWEST ENERGY PARTNERS, LP position peaked at $30.3M in Q2 2014.
  • 315 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q1 2015.

Based on Renaissance Technologies's 13F filing for Q1 2015, filed 13 May 2015.