MIM
MWE

Merit Investment Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Merit Investment 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
2013
Q4 		$3.06M Sell
46,304
-1,350
-3% -$93.7K 3.5% 14
2013
Q3 		$3.38M Hold
47,654
– – 4.07% 8
2013
Q2 		$3.19M Buy
+47,654
New +$3.07M 2.88% 12

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Merit Investment Management's MWE Position: Q4 2013 in Review

Merit Investment Management reduced its MARKWEST ENERGY PARTNERS, LP (MWE) stake by 2.8% in Q4 2013, selling an estimated $93.7K and leaving 46,304 shares worth $3.06M. The position accounts for 3.5% of the portfolio, ranked #14.

Merit Investment Management first reported a position in MWE in Q2 2013 and has held it in 3 quarters since. The position peaked at $3.38M in Q3 2013. 296 funds tracked by Wall St. Rank hold MWE as of Q4 2013.

  • Merit Investment Management held 46,304 shares of MARKWEST ENERGY PARTNERS, LP worth $3.06M as of Q4 2013.
  • Merit Investment Management sold 1,350 MARKWEST ENERGY PARTNERS, LP shares in Q4 2013, an estimated $93.7K.
  • MARKWEST ENERGY PARTNERS, LP made up 3.5% of Merit Investment Management's portfolio in Q4 2013, its #14 holding.
  • Merit Investment Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and has held it in 3 quarters since.
  • Merit Investment Management's MARKWEST ENERGY PARTNERS, LP position peaked at $3.38M in Q3 2013.
  • 296 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.