SPC
MWE

Sigma Planning Corp’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Sigma Planning Corp’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
-3,314
Closed -$219K – 802
2015
Q1 		$219K Sell
3,314
-300
-8% -$18.4K 0.03% 642
2014
Q4 		$243K Buy
+3,614
New +$252K 0.03% 581

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

Sigma Planning Corp's MWE Position: Q2 2015 in Review

Sigma Planning Corp sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2015, closing a stake of 3,314 shares — an estimated $219K sold.

Sigma Planning Corp first reported a position in MWE in Q4 2014 and held it in 2 quarters. The position peaked at $243K in Q4 2014. 316 funds tracked by Wall St. Rank hold MWE as of Q2 2015.

  • Sigma Planning Corp reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2015 after selling out during the quarter.
  • Sigma Planning Corp sold 3,314 MARKWEST ENERGY PARTNERS, LP shares in Q2 2015, an estimated $219K.
  • Sigma Planning Corp first reported a position in MARKWEST ENERGY PARTNERS, LP in Q4 2014 and held it in 2 quarters.
  • Sigma Planning Corp's MARKWEST ENERGY PARTNERS, LP position peaked at $243K in Q4 2014.
  • 316 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2015.

Based on Sigma Planning Corp's 13F filing for Q2 2015, filed 14 Jul 2015.