PMFA
MWE

Plante Moran Financial Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Plante Moran Financial 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
2014
Q3 		– Sell
-200
Closed -$14K – 904
2014
Q2 		$14K Hold
200
– – 0.01% 450
2014
Q1 		$13K Buy
+200
New +$13.5K 0.01% 320

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
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Plante Moran Financial Advisors's MWE Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2014, closing a stake of 200 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in MWE in Q1 2014 and held it in 2 quarters. The position peaked at $14K in Q2 2014. 313 funds tracked by Wall St. Rank hold MWE as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 200 MARKWEST ENERGY PARTNERS, LP shares in Q3 2014, an estimated $14K.
  • Plante Moran Financial Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q1 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $14K in Q2 2014.
  • 313 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.