OC
MWE

Oppenheimer & Co’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Oppenheimer & Co’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
Q3 		– Sell
-38,044
Closed -$2.15M – 1540
2015
Q2 		$2.15M Sell
38,044
-2,593
-6% -$167K 0.06% 372
2015
Q1 		$2.69M Sell
40,637
-692
-2% -$42.5K 0.07% 314
2014
Q4 		$2.78M Sell
41,329
-4,993
-11% -$348K 0.08% 297
2014
Q3 		$3.56M Sell
46,322
-12,192
-21% -$911K 0.11% 234
2014
Q2 		$4.19M Sell
58,514
-3,048
-5% -$196K 0.13% 201
2014
Q1 		$4.02M Buy
61,562
+4,279
+7% +$289K 0.12% 206
2013
Q4 		$3.79M Buy
57,283
+13,927
+32% +$966K 0.12% 204
2013
Q3 		$3.13M Buy
43,356
+2,815
+7% +$193K 0.11% 233
2013
Q2 		$2.71M Buy
+40,541
New +$2.61M 0.1% 242

Other funds holding MWE

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return