U
MWE

UBS’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

UBS’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 		$159M Sell
2,067,000
-369,500
-15% -$27.6M 0.12% 191
2014
Q2 		$174M Buy
2,436,500
+507,400
+26% +$32.7M 0.14% 171
2014
Q1 		$126M Buy
1,929,100
+1,928,200
+214,244% +$130M 0.11% 189
2013
Q4 		$60K Sell
900
-1,800
-67% -$125K ﹤0.01% 6736
2013
Q3 		$195K Sell
2,700
-5,000
-65% -$343K ﹤0.01% 5218
2013
Q2 		$515K Buy
+7,700
New +$496K ﹤0.01% 4073

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 21.71% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS's MWE Position: Q3 2014 in Review

UBS reduced its MARKWEST ENERGY PARTNERS, LP (MWE) stake by 11% in Q3 2014, selling an estimated $47.7M and leaving 5,425,818 shares worth $417M. The position accounts for 0.31% of the portfolio, ranked #59.

UBS first reported a position in MWE in Q2 2013 and has held it in 6 quarters since. The position peaked at $452M in Q1 2014. 313 funds tracked by Wall St. Rank hold MWE as of Q3 2014.

  • UBS held 5,425,818 shares of MARKWEST ENERGY PARTNERS, LP worth $417M as of Q3 2014.
  • UBS sold 638,307 MARKWEST ENERGY PARTNERS, LP shares in Q3 2014, an estimated $47.7M.
  • MARKWEST ENERGY PARTNERS, LP made up 0.31% of UBS's portfolio in Q3 2014, its #59 holding.
  • UBS first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and has held it in 6 quarters since.
  • UBS's MARKWEST ENERGY PARTNERS, LP position peaked at $452M in Q1 2014.
  • 313 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.