SGC
MWE

South Georgia Capital’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

South Georgia Capital’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
Q3 		– Sell
-2,500
Closed -$179K – 223
2014
Q2 		$179K Sell
2,500
-4,500
-64% -$290K 0.21% 53
2014
Q1 		$457K Sell
7,000
-15,000
-68% -$1.01M 0.39% 47
2013
Q4 		$1.46M Buy
+22,000
New +$1.53M 0.9% 37

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.56T AUM 27.86% 1-Year Est. Return

South Georgia Capital's MWE Position: Q3 2014 in Review

South Georgia Capital sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2014, closing a stake of 2,500 shares — an estimated $179K sold.

South Georgia Capital first reported a position in MWE in Q4 2013 and held it in 3 quarters. The position peaked at $1.46M in Q4 2013. 313 funds tracked by Wall St. Rank hold MWE as of Q3 2014.

  • South Georgia Capital reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2014 after selling out during the quarter.
  • South Georgia Capital sold 2,500 MARKWEST ENERGY PARTNERS, LP shares in Q3 2014, an estimated $179K.
  • South Georgia Capital first reported a position in MARKWEST ENERGY PARTNERS, LP in Q4 2013 and held it in 3 quarters.
  • South Georgia Capital's MARKWEST ENERGY PARTNERS, LP position peaked at $1.46M in Q4 2013.
  • 313 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2014.

Based on South Georgia Capital's 13F filing for Q3 2014, filed 10 Oct 2014.