RFS
MWE

Rockefeller Financial Services’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Rockefeller Financial Services’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
-1,600
Closed -$69K – 586
2015
Q3 		$69K Hold
1,600
– – ﹤0.01% 402
2015
Q2 		$91K Hold
1,600
– – ﹤0.01% 371
2015
Q1 		$106K Hold
1,600
– – ﹤0.01% 372
2014
Q4 		$108K Sell
1,600
-875
-35% -$61K ﹤0.01% 343
2014
Q3 		$190K Hold
2,475
– – ﹤0.01% 330
2014
Q2 		$178K Sell
2,475
-155
-6% -$9.99K ﹤0.01% 346
2014
Q1 		$171K Hold
2,630
– – ﹤0.01% 360
2013
Q4 		$174K Hold
2,630
– – ﹤0.01% 354
2013
Q3 		$190K Hold
2,630
– – ﹤0.01% 338
2013
Q2 		$175K Buy
+2,630
New +$169K ﹤0.01% 339

Other funds holding MWE

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

Rockefeller Financial Services's MWE Position: Q4 2015 in Review

Rockefeller Financial Services sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 1,600 shares — an estimated $69K sold.

Rockefeller Financial Services first reported a position in MWE in Q2 2013 and held it in 10 quarters. The position peaked at $190K in Q3 2014. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

  • Rockefeller Financial Services reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,600 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $69K.
  • Rockefeller Financial Services first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 10 quarters.
  • Rockefeller Financial Services's MARKWEST ENERGY PARTNERS, LP position peaked at $190K in Q3 2014.
  • 1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on Rockefeller Financial Services's 13F filing for Q4 2015, filed 3 Feb 2016.