SAM
MWE

Shamrock Asset Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Shamrock Asset 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
2014
Q2 		– Sell
-235
Closed -$15K – 309
2014
Q1 		$15K Sell
235
-4,733
-95% -$319K 0.01% 219
2013
Q4 		$329K Sell
4,968
-427
-8% -$29.6K 0.11% 79
2013
Q3 		$390K Buy
5,395
+509
+10% +$34.9K 0.16% 75
2013
Q2 		$328K Buy
+4,886
New +$314K 0.14% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Shamrock Asset Management's MWE Position: Q2 2014 in Review

Shamrock Asset Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2014, closing a stake of 235 shares — an estimated $15K sold.

Shamrock Asset Management first reported a position in MWE in Q2 2013 and held it in 4 quarters. The position peaked at $390K in Q3 2013. 300 funds tracked by Wall St. Rank hold MWE as of Q2 2014.

  • Shamrock Asset Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2014 after selling out during the quarter.
  • Shamrock Asset Management sold 235 MARKWEST ENERGY PARTNERS, LP shares in Q2 2014, an estimated $15K.
  • Shamrock Asset Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 4 quarters.
  • Shamrock Asset Management's MARKWEST ENERGY PARTNERS, LP position peaked at $390K in Q3 2013.
  • 300 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2014.

Based on Shamrock Asset Management's 13F filing for Q2 2014, filed 4 Aug 2014.