Kings Point Capital Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-83,691
| Closed | -$3.59M | – | 395 |
|
2015
Q3 | $3.59M | Buy |
83,691
+6,010
| +8% | +$258K | 0.94% | 38 |
|
2015
Q2 | $4.38M | Buy |
77,681
+8,546
| +12% | +$482K | 1.06% | 38 |
|
2015
Q1 | $4.57M | Buy |
69,135
+2,919
| +4% | +$193K | 1.15% | 36 |
|
2014
Q4 | $4.45M | Buy |
66,216
+5,945
| +10% | +$399K | 1.2% | 36 |
|
2014
Q3 | $4.63M | Buy |
60,271
+172
| +0.3% | +$13.2K | 1.4% | 32 |
|
2014
Q2 | $4.3M | Buy |
60,099
+4,359
| +8% | +$312K | 1.29% | 36 |
|
2014
Q1 | $3.64M | Buy |
55,740
+1,600
| +3% | +$105K | 1.19% | 34 |
|
2013
Q4 | $3.58M | Buy |
54,140
+274
| +0.5% | +$18.1K | 1.25% | 34 |
|
2013
Q3 | $3.89M | Buy |
53,866
+1,585
| +3% | +$114K | 1.5% | 29 |
|
2013
Q2 | $3.5M | Buy |
+52,281
| New | +$3.5M | 1.42% | 30 |
|