ParenteBeard Wealth Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

ParenteBeard Wealth 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 Q4	$176K	Sell	11,797 -163,716	-93%	-$11.4M	2.08%	13
2014 Q3	$13.5M	Buy	175,513 +66	+0%	+$4.93K	5.64%	3
2014 Q2	$12.6M	Sell	175,447 -803	-0.5%	-$51.7K	5.52%	3
2014 Q1	$11.5M	Buy	176,250 +65	+0%	+$4.38K	5.71%	3
2013 Q4	$11.7M	Sell	176,185 -20	-0%	-$1.39K	4.58%	3
2013 Q3	$12.7M	Buy	176,205 +1,180	+0.7%	+$80.8K	6.21%	3
2013 Q2	$11.7M	Buy	+175,025	New	+$11.3M	5.31%	3

Other funds holding MWE

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

ParenteBeard Wealth Management's MWE Position: Q4 2014 in Review

ParenteBeard Wealth Management reduced its MARKWEST ENERGY PARTNERS, LP (MWE) stake by 93% in Q4 2014, selling an estimated $11.4M and leaving 11,797 shares worth $176K. The position accounts for 2.08% of the portfolio, ranked #13.

ParenteBeard Wealth Management first reported a position in MWE in Q2 2013 and has held it in 7 quarters since. The position peaked at $13.5M in Q3 2014. 319 funds tracked by Wall St. Rank hold MWE as of Q4 2014.

ParenteBeard Wealth Management held 11,797 shares of MARKWEST ENERGY PARTNERS, LP worth $176K as of Q4 2014.
ParenteBeard Wealth Management sold 163,716 MARKWEST ENERGY PARTNERS, LP shares in Q4 2014, an estimated $11.4M.
MARKWEST ENERGY PARTNERS, LP made up 2.08% of ParenteBeard Wealth Management's portfolio in Q4 2014, its #13 holding.
ParenteBeard Wealth Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and has held it in 7 quarters since.
ParenteBeard Wealth Management's MARKWEST ENERGY PARTNERS, LP position peaked at $13.5M in Q3 2014.
319 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.