JMPWA
MWE

JP Morgan Private Wealth Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

JP Morgan Private Wealth Advisors’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
Q2 		– Sell
-13,904
Closed -$919K – 1183
2015
Q1 		$919K Hold
13,904
– – 0.01% 545
2014
Q4 		$934K Sell
13,904
-9,796
-41% -$683K 0.01% 543
2014
Q3 		$1.82M Buy
+23,700
New +$1.77M 0.02% 391

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 $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MWE Position: Q2 2015 in Review

JP Morgan Private Wealth Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2015, closing a stake of 13,904 shares — an estimated $919K sold.

JP Morgan Private Wealth Advisors first reported a position in MWE in Q3 2014 and held it in 3 quarters. The position peaked at $1.82M in Q3 2014. 316 funds tracked by Wall St. Rank hold MWE as of Q2 2015.

  • JP Morgan Private Wealth Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,904 MARKWEST ENERGY PARTNERS, LP shares in Q2 2015, an estimated $919K.
  • JP Morgan Private Wealth Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2014 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $1.82M in Q3 2014.
  • 316 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.