SFA
MWE

Sequoia Financial Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Sequoia Financial Advisors’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
2014
Q4 		– Sell
-7,359
Closed -$565K – 180
2014
Q3 		$565K Buy
+7,359
New +$550K 0.39% 64
2014
Q2 		– Sell
-9,085
Closed -$593K – 182
2014
Q1 		$593K Buy
9,085
+582
+7% +$39.2K 0.49% 58
2013
Q4 		$562K Buy
+8,503
New +$590K 0.47% 63

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sequoia Financial Advisors's MWE Position: Q4 2014 in Review

Sequoia Financial Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2014, closing a stake of 7,359 shares — an estimated $565K sold.

Sequoia Financial Advisors first reported a position in MWE in Q4 2013 and held it in 3 quarters. The position peaked at $593K in Q1 2014. 319 funds tracked by Wall St. Rank hold MWE as of Q4 2014.

  • Sequoia Financial Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,359 MARKWEST ENERGY PARTNERS, LP shares in Q4 2014, an estimated $565K.
  • Sequoia Financial Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q4 2013 and held it in 3 quarters.
  • Sequoia Financial Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $593K in Q1 2014.
  • 319 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2014.

Based on Sequoia Financial Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.