RBC
MWE

Ronald Blue & Co’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Ronald Blue & Co’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
Q3 		– Sell
-6,531
Closed -$368K – 386
2015
Q2 		$368K Buy
6,531
+252
+4% +$16.3K 0.02% 220
2015
Q1 		$415K Buy
6,279
+251
+4% +$15.4K 0.02% 203
2014
Q4 		$405K Buy
6,028
+110
+2% +$7.67K 0.02% 190
2014
Q3 		$454K Sell
5,918
-58
-1% -$4.33K 0.03% 172
2014
Q2 		$428K Buy
5,976
+298
+5% +$19.2K 0.03% 185
2014
Q1 		$371K Hold
5,678
– – 0.03% 183
2013
Q4 		$376K Buy
5,678
+78
+1% +$5.41K 0.03% 181
2013
Q3 		$405K Buy
5,600
+4,816
+614% +$330K 0.03% 154
2013
Q2 		$52K Buy
+784
New +$50.5K ﹤0.01% 186

Other funds holding MWE

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return