UCFA
MWE

United Capital Financial Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

United Capital Financial Advisors’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
-9,182
Closed -$394K – 1336
2015
Q3 		$394K Buy
9,182
+6
+0.1% +$342 ﹤0.01% 970
2015
Q2 		$517K Sell
9,176
-1,758
-16% -$113K 0.01% 910
2015
Q1 		$738K Sell
10,934
-5,731
-34% -$352K 0.01% 796
2014
Q4 		$1.12M Buy
16,665
+1,856
+13% +$129K 0.02% 621
2014
Q3 		$1.14M Buy
14,809
+1,861
+14% +$139K 0.02% 578
2014
Q2 		$927K Sell
12,948
-5,448
-30% -$351K 0.02% 576
2014
Q1 		$1.2M Buy
18,396
+13,436
+271% +$906K 0.03% 442
2013
Q4 		$328K Sell
4,960
-5,771
-54% -$400K 0.01% 513
2013
Q3 		$775K Buy
10,731
+170
+2% +$11.6K 0.02% 379
2013
Q2 		$706K Buy
+10,561
New +$680K 0.02% 457

Other funds holding MWE

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

United Capital Financial Advisors's MWE Position: Q4 2015 in Review

United Capital Financial Advisors sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 9,182 shares — an estimated $394K sold.

United Capital Financial Advisors first reported a position in MWE in Q2 2013 and held it in 10 quarters. The position peaked at $1.2M in Q1 2014. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

  • United Capital Financial Advisors reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,182 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $394K.
  • United Capital Financial Advisors first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 10 quarters.
  • United Capital Financial Advisors's MARKWEST ENERGY PARTNERS, LP position peaked at $1.2M in Q1 2014.
  • 1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.