NCM
MWE

Novare Capital Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Novare Capital 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
2014
Q2 		– Sell
-5,946
Closed -$388K – 125
2014
Q1 		$388K Hold
5,946
– – 0.1% 100
2013
Q4 		$393K Hold
5,946
– – 0.11% 104
2013
Q3 		$429K Hold
5,946
– – 0.13% 97
2013
Q2 		$397K Buy
+5,946
New +$383K 0.13% 95

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Novare Capital Management's MWE Position: Q2 2014 in Review

Novare Capital Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2014, closing a stake of 5,946 shares — an estimated $388K sold.

Novare Capital Management first reported a position in MWE in Q2 2013 and held it in 4 quarters. The position peaked at $429K in Q3 2013. 300 funds tracked by Wall St. Rank hold MWE as of Q2 2014.

  • Novare Capital Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2014 after selling out during the quarter.
  • Novare Capital Management sold 5,946 MARKWEST ENERGY PARTNERS, LP shares in Q2 2014, an estimated $388K.
  • Novare Capital Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 4 quarters.
  • Novare Capital Management's MARKWEST ENERGY PARTNERS, LP position peaked at $429K in Q3 2013.
  • 300 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2014.

Based on Novare Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.