PFO
MWE

Pathstone Family Office’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Pathstone Family Office’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 		– Sell
-260
Closed -$20K – 319
2014
Q3 		$20K Buy
+260
New +$19.4K 0.06% 133

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pathstone Family Office's MWE Position: Q4 2014 in Review

Pathstone Family Office sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2014, closing a stake of 260 shares — an estimated $20K sold.

Pathstone Family Office first reported a position in MWE in Q3 2014 and held it in 1 quarter. The position peaked at $20K in Q3 2014. 319 funds tracked by Wall St. Rank hold MWE as of Q4 2014.

  • Pathstone Family Office reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2014 after selling out during the quarter.
  • Pathstone Family Office sold 260 MARKWEST ENERGY PARTNERS, LP shares in Q4 2014, an estimated $20K.
  • Pathstone Family Office first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2014 and held it in 1 quarter.
  • Pathstone Family Office's MARKWEST ENERGY PARTNERS, LP position peaked at $20K in Q3 2014.
  • 319 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2014.

Based on Pathstone Family Office's 13F filing for Q4 2014, filed 6 Feb 2015.