RDM
MWE

Retirement Design & Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Retirement Design & 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
Q4 		– Sell
-11,582
Closed -$497K – 78
2015
Q3 		$497K Sell
11,582
-100
-0.9% -$5.7K 0.51% 43
2015
Q2 		$659K Sell
11,682
-255
-2% -$16.5K 0.57% 41
2015
Q1 		$790K Buy
11,937
+265
+2% +$16.3K 0.69% 39
2014
Q4 		$784K Buy
+11,672
New +$813K 0.59% 44

Other funds holding MWE

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

Retirement Design & Management's MWE Position: Q4 2015 in Review

Retirement Design & Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 11,582 shares — an estimated $497K sold.

Retirement Design & Management first reported a position in MWE in Q4 2014 and held it in 4 quarters. The position peaked at $790K in Q1 2015. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

  • Retirement Design & Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
  • Retirement Design & Management sold 11,582 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $497K.
  • Retirement Design & Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q4 2014 and held it in 4 quarters.
  • Retirement Design & Management's MARKWEST ENERGY PARTNERS, LP position peaked at $790K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on Retirement Design & Management's 13F filing for Q4 2015, filed 10 Feb 2016.