Rothschild Investment LLC’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,255
| Closed | -$225K | – | 515 |
|
|
2015
Q3 | $225K | Sell |
5,255
-9,695
| -65% | -$415K | 0.03% | 407 |
|
|
2015
Q2 | $843K | Buy |
14,950
+4,950
| +50% | +$279K | 0.1% | 218 |
|
|
2015
Q1 | $661K | Buy |
10,000
+1,000
| +11% | +$66.1K | 0.08% | 253 |
|
|
2014
Q4 | $605K | Sell |
9,000
-3,200
| -26% | -$215K | 0.07% | 261 |
|
|
2014
Q3 | $937K | Sell |
12,200
-500
| -4% | -$38.4K | 0.11% | 198 |
|
|
2014
Q2 | $909K | Buy |
12,700
+5,050
| +66% | +$361K | 0.12% | 182 |
|
|
2014
Q1 | $500K | Sell |
7,650
-750
| -9% | -$49K | 0.07% | 266 |
|
|
2013
Q4 | $555K | Hold |
8,400
| – | – | 0.08% | 253 |
|
|
2013
Q3 | $607K | Sell |
8,400
-775
| -8% | -$56K | 0.09% | 216 |
|
|
2013
Q2 | $613K | Buy |
+9,175
| New | +$613K | 0.1% | 200 |
|