National Penn Investors Trust’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

National Penn Investors Trust’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 Q4	–	Sell	-12,500	Closed	-$536K	–	243
2015 Q3	$536K	Hold	12,500	–	–	0.06%	141
2015 Q2	$705K	Hold	12,500	–	–	0.08%	139
2015 Q1	$826K	Buy	+12,500	New	+$768K	0.09%	131
2014 Q2	–	Sell	-5,000	Closed	-$327K	–	197
2014 Q1	$327K	Hold	5,000	–	–	0.04%	152
2013 Q4	$331K	Sell	5,000 -700	-12%	-$48.6K	0.04%	176
2013 Q3	$412K	Hold	5,700	–	–	0.05%	147
2013 Q2	$381K	Buy	+5,700	New	+$367K	0.05%	151

Other funds holding MWE

CCS

Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

National Penn Investors Trust's MWE Position: Q4 2015 in Review

National Penn Investors Trust sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 12,500 shares — an estimated $536K sold.

National Penn Investors Trust first reported a position in MWE in Q2 2013 and held it in 7 quarters. The position peaked at $826K in Q1 2015. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

National Penn Investors Trust reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
National Penn Investors Trust sold 12,500 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $536K.
National Penn Investors Trust first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 7 quarters.
National Penn Investors Trust's MARKWEST ENERGY PARTNERS, LP position peaked at $826K in Q1 2015.
1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on National Penn Investors Trust's 13F filing for Q4 2015, filed 29 Jan 2016.