SE
MWE

Summit Equities’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Summit Equities’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
Q4 		– Sell
-24,077
Closed -$1.01M – 26
2015
Q3 		$1.01M Sell
24,077
-814
-3% -$46.4K 0.33% 17
2015
Q2 		$1.4M Buy
24,891
+905
+4% +$58.4K 0.42% 18
2015
Q1 		$1.58M Buy
23,986
+2,703
+13% +$166K 0.52% 14
2014
Q4 		$1.41M Buy
21,283
+862
+4% +$60.1K 0.5% 14
2014
Q3 		$1.57M Buy
20,421
+811
+4% +$60.6K 0.59% 13
2014
Q2 		$1.4M Buy
19,610
+1,765
+10% +$114K 0.55% 14
2014
Q1 		$1.17M Buy
+17,845
New +$1.2M 0.51% 12

Other funds holding MWE

CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Summit Equities's MWE Position: Q4 2015 in Review

Summit Equities sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 24,077 shares — an estimated $1.01M sold.

Summit Equities first reported a position in MWE in Q1 2014 and held it in 7 quarters. The position peaked at $1.58M in Q1 2015. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

  • Summit Equities reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
  • Summit Equities sold 24,077 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $1.01M.
  • Summit Equities first reported a position in MARKWEST ENERGY PARTNERS, LP in Q1 2014 and held it in 7 quarters.
  • Summit Equities's MARKWEST ENERGY PARTNERS, LP position peaked at $1.58M in Q1 2015.
  • 1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on Summit Equities's 13F filing for Q4 2015, filed 17 Feb 2016.