WRF
MWE

Waddell & Reed Financial’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Waddell & Reed Financial’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
-2,318,045
Closed -$99.5M – 673
2015
Q3 		$99.5M Sell
2,318,045
-2,154,191
-48% -$123M 0.16% 147
2015
Q2 		$252M Buy
4,472,236
+85,977
+2% +$5.55M 0.36% 75
2015
Q1 		$290M Sell
4,386,259
-199,804
-4% -$12.3M 0.4% 72
2014
Q4 		$308M Buy
4,586,063
+594,542
+15% +$41.4M 0.43% 71
2014
Q3 		$307M Buy
3,991,521
+553,407
+16% +$41.4M 0.42% 75
2014
Q2 		$246M Buy
3,438,114
+2,184,564
+174% +$141M 0.36% 75
2014
Q1 		$81.9M Sell
1,253,550
-9,700
-0.8% -$654K 0.12% 174
2013
Q4 		$83.5M Buy
1,263,250
+144,800
+13% +$10M 0.13% 166
2013
Q3 		$80.8M Buy
1,118,450
+8,550
+0.8% +$586K 0.15% 152
2013
Q2 		$74.2M Buy
+1,109,900
New +$71.4M 0.15% 150

Other funds holding MWE

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

Waddell & Reed Financial's MWE Position: Q4 2015 in Review

Waddell & Reed Financial sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 2,318,045 shares — an estimated $99.5M sold.

Waddell & Reed Financial first reported a position in MWE in Q2 2013 and held it in 10 quarters. The position peaked at $308M in Q4 2014. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

  • Waddell & Reed Financial reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
  • Waddell & Reed Financial sold 2,318,045 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $99.5M.
  • Waddell & Reed Financial first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 10 quarters.
  • Waddell & Reed Financial's MARKWEST ENERGY PARTNERS, LP position peaked at $308M in Q4 2014.
  • 1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on Waddell & Reed Financial's 13F filing for Q4 2015, filed 12 Feb 2016.