RNS
MWE

Robert N. Shapiro’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Robert N. Shapiro’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 		$283K Hold
4,215
– – 0.06% 231
2014
Q3 		$324K Sell
4,215
-1,318
-24% -$98.5K 0.06% 221
2014
Q2 		$396K Buy
5,533
+1,057
+24% +$68.1K 0.08% 203
2014
Q1 		$292K Buy
4,476
+310
+7% +$20.9K 0.05% 228
2013
Q4 		$275K Hold
4,166
– – 0.05% 237
2013
Q3 		$301K Buy
4,166
+685
+20% +$46.9K 0.05% 220
2013
Q2 		$233K Buy
+3,481
New +$224K 0.05% 246

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

Robert N. Shapiro's MWE Position: Q4 2014 in Review

Robert N. Shapiro held its MARKWEST ENERGY PARTNERS, LP (MWE) position steady in Q4 2014 at 4,215 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #231.

Robert N. Shapiro first reported a position in MWE in Q2 2013 and has held it in 7 quarters since. The position peaked at $396K in Q2 2014. 319 funds tracked by Wall St. Rank hold MWE as of Q4 2014.

  • Robert N. Shapiro held 4,215 shares of MARKWEST ENERGY PARTNERS, LP worth $283K as of Q4 2014.
  • Robert N. Shapiro left its MARKWEST ENERGY PARTNERS, LP share count unchanged in Q4 2014.
  • MARKWEST ENERGY PARTNERS, LP made up 0.06% of Robert N. Shapiro's portfolio in Q4 2014, its #231 holding.
  • Robert N. Shapiro first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's MARKWEST ENERGY PARTNERS, LP position peaked at $396K in Q2 2014.
  • 319 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.