RIM
MWE

Regent Investment Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Regent Investment 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
2015
Q2 		– Sell
-3,215
Closed -$213K – 191
2015
Q1 		$213K Sell
3,215
-420
-12% -$25.8K 0.11% 170
2014
Q4 		$244K Hold
3,635
– – 0.13% 170
2014
Q3 		$279K Hold
3,635
– – 0.14% 152
2014
Q2 		$260K Hold
3,635
– – 0.13% 158
2014
Q1 		$237K Hold
3,635
– – 0.13% 163
2013
Q4 		$240K Sell
3,635
-900
-20% -$62.5K 0.13% 156
2013
Q3 		$328K Sell
4,535
-900
-17% -$61.7K 0.22% 121
2013
Q2 		$363K Buy
+5,435
New +$350K 0.28% 105

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Regent Investment Management's MWE Position: Q2 2015 in Review

Regent Investment Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2015, closing a stake of 3,215 shares — an estimated $213K sold.

Regent Investment Management first reported a position in MWE in Q2 2013 and held it in 8 quarters. The position peaked at $363K in Q2 2013. 316 funds tracked by Wall St. Rank hold MWE as of Q2 2015.

  • Regent Investment Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2015 after selling out during the quarter.
  • Regent Investment Management sold 3,215 MARKWEST ENERGY PARTNERS, LP shares in Q2 2015, an estimated $213K.
  • Regent Investment Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 8 quarters.
  • Regent Investment Management's MARKWEST ENERGY PARTNERS, LP position peaked at $363K in Q2 2013.
  • 316 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2015.

Based on Regent Investment Management's 13F filing for Q2 2015, filed 15 Jul 2015.