VFS
MWE

VSR Financial Services’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

VSR Financial Services’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
Q2 		– Sell
-9,081
Closed -$593K – 624
2014
Q1 		$593K Sell
9,081
-107
-1% -$7.22K 0.08% 297
2013
Q4 		$608K Buy
9,188
+1,424
+18% +$98.8K 0.09% 265
2013
Q3 		$561K Buy
+7,764
New +$532K 0.1% 240

Other funds holding MWE

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VSR Financial Services's MWE Position: Q2 2014 in Review

VSR Financial Services sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2014, closing a stake of 9,081 shares — an estimated $593K sold.

VSR Financial Services first reported a position in MWE in Q3 2013 and held it in 3 quarters. The position peaked at $608K in Q4 2013. 300 funds tracked by Wall St. Rank hold MWE as of Q2 2014.

  • VSR Financial Services reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2014 after selling out during the quarter.
  • VSR Financial Services sold 9,081 MARKWEST ENERGY PARTNERS, LP shares in Q2 2014, an estimated $593K.
  • VSR Financial Services first reported a position in MARKWEST ENERGY PARTNERS, LP in Q3 2013 and held it in 3 quarters.
  • VSR Financial Services's MARKWEST ENERGY PARTNERS, LP position peaked at $608K in Q4 2013.
  • 300 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2014.

Based on VSR Financial Services's 13F filing for Q2 2014, filed 5 Aug 2014.