United Capital Financial Advisors’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,182
| Closed | -$394K | – | 1336 |
|
|
2015
Q3 | $394K | Buy |
9,182
+6
| +0.1% | +$257 | ﹤0.01% | 970 |
|
|
2015
Q2 | $517K | Sell |
9,176
-1,758
| -16% | -$99.1K | 0.01% | 910 |
|
|
2015
Q1 | $738K | Sell |
10,934
-5,731
| -34% | -$387K | 0.01% | 796 |
|
|
2014
Q4 | $1.12M | Buy |
16,665
+1,856
| +13% | +$125K | 0.02% | 621 |
|
|
2014
Q3 | $1.14M | Buy |
14,809
+1,861
| +14% | +$143K | 0.02% | 578 |
|
|
2014
Q2 | $927K | Sell |
12,948
-5,448
| -30% | -$390K | 0.02% | 576 |
|
|
2014
Q1 | $1.2M | Buy |
18,396
+13,436
| +271% | +$878K | 0.03% | 442 |
|
|
2013
Q4 | $328K | Sell |
4,960
-5,771
| -54% | -$382K | 0.01% | 513 |
|
|
2013
Q3 | $775K | Buy |
10,731
+170
| +2% | +$12.3K | 0.02% | 379 |
|
|
2013
Q2 | $706K | Buy |
+10,561
| New | +$706K | 0.02% | 457 |
|