MLL
MWE

Moody Lynn & Lieberson’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Moody Lynn & Lieberson’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
2014
Q4 		– Sell
-3,253
Closed -$250K – 212
2014
Q3 		$250K Sell
3,253
-2,160
-40% -$161K 0.04% 169
2014
Q2 		$387K Sell
5,413
-1,022
-16% -$65.8K 0.05% 134
2014
Q1 		$420K Sell
6,435
-100
-2% -$6.74K 0.06% 131
2013
Q4 		$432K Sell
6,535
-610
-9% -$42.3K 0.06% 135
2013
Q3 		$516K Hold
7,145
– – 0.08% 122
2013
Q2 		$478K Buy
+7,145
New +$460K 0.08% 111

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 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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 Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moody Lynn & Lieberson's MWE Position: Q4 2014 in Review

Moody Lynn & Lieberson sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2014, closing a stake of 3,253 shares — an estimated $250K sold.

Moody Lynn & Lieberson first reported a position in MWE in Q2 2013 and held it in 6 quarters. The position peaked at $516K in Q3 2013. 319 funds tracked by Wall St. Rank hold MWE as of Q4 2014.

  • Moody Lynn & Lieberson reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2014 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 3,253 MARKWEST ENERGY PARTNERS, LP shares in Q4 2014, an estimated $250K.
  • Moody Lynn & Lieberson first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 6 quarters.
  • Moody Lynn & Lieberson's MARKWEST ENERGY PARTNERS, LP position peaked at $516K in Q3 2013.
  • 319 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2014, filed 28 Jan 2015.