Optimum Investment Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Optimum Investment Advisors’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	-6,181	Closed	-$265K	–	298
2015 Q3	$265K	Buy	+6,181	New	+$352K	0.11%	215
2015 Q1	$318K	Buy	4,810 +30	+0.6%	+$1.84K	0.1%	211
2014 Q4	$321K	Sell	4,780 -5	-0.1%	-$348	0.1%	197
2014 Q3	$368K	Hold	4,785	–	–	0.12%	173
2014 Q2	$343K	Hold	4,785	–	–	0.11%	185
2014 Q1	$313K	Hold	4,785	–	–	0.12%	176
2013 Q4	$316K	Sell	4,785 -300	-6%	-$20.8K	0.12%	169
2013 Q3	$367K	Buy	+5,085	New	+$348K	0.15%	152

Other funds holding MWE

CCS

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

Optimum Investment Advisors's MWE Position: Q4 2015 in Review

Optimum Investment Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 6,181 shares — an estimated $265K sold.

Optimum Investment Advisors first reported a position in MWE in Q3 2013 and held it in 8 quarters. The position peaked at $368K in Q3 2014. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

Optimum Investment Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
Optimum Investment Advisors sold 6,181 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $265K.
Optimum Investment Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2013 and held it in 8 quarters.
Optimum Investment Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $368K in Q3 2014.
1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on Optimum Investment Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.