SWM
MWE

Segment Wealth Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Segment Wealth Management’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
Q2 		– Sell
-3,574
Closed -$236K – 184
2015
Q1 		$236K Buy
+3,574
New +$220K 0.08% 158
2014
Q1 		– Sell
-5,576
Closed -$369K – 162
2013
Q4 		$369K Hold
5,576
– – 0.18% 104
2013
Q3 		$403K Hold
5,576
– – 0.22% 95
2013
Q2 		$373K Buy
+5,576
New +$359K 0.22% 93

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Segment Wealth Management's MWE Position: Q2 2015 in Review

Segment Wealth Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2015, closing a stake of 3,574 shares — an estimated $236K sold.

Segment Wealth Management first reported a position in MWE in Q2 2013 and held it in 4 quarters. The position peaked at $403K in Q3 2013. 316 funds tracked by Wall St. Rank hold MWE as of Q2 2015.

  • Segment Wealth Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2015 after selling out during the quarter.
  • Segment Wealth Management sold 3,574 MARKWEST ENERGY PARTNERS, LP shares in Q2 2015, an estimated $236K.
  • Segment Wealth Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 4 quarters.
  • Segment Wealth Management's MARKWEST ENERGY PARTNERS, LP position peaked at $403K in Q3 2013.
  • 316 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2015.

Based on Segment Wealth Management's 13F filing for Q2 2015, filed 21 Jul 2015.