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 $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Ronald Blue & Co's MWE Position: Q3 2015 in Review

Ronald Blue & Co sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2015, closing a stake of 6,531 shares — an estimated $368K sold.

Ronald Blue & Co first reported a position in MWE in Q2 2013 and held it in 9 quarters. The position peaked at $454K in Q3 2014. 293 funds tracked by Wall St. Rank hold MWE as of Q3 2015.

  • Ronald Blue & Co reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2015 after selling out during the quarter.
  • Ronald Blue & Co sold 6,531 MARKWEST ENERGY PARTNERS, LP shares in Q3 2015, an estimated $368K.
  • Ronald Blue & Co first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 9 quarters.
  • Ronald Blue & Co's MARKWEST ENERGY PARTNERS, LP position peaked at $454K in Q3 2014.
  • 293 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2015.

Based on Ronald Blue & Co's 13F filing for Q3 2015, filed 13 Nov 2015.