WA
MWE

WealthTrust-Arizona’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

WealthTrust-Arizona’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
-500
Closed -$33K – 759
2014
Q1 		$33K Buy
+500
New +$33.7K 0.04% 219

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
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 $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthTrust-Arizona's MWE Position: Q2 2014 in Review

WealthTrust-Arizona sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q2 2014, closing a stake of 500 shares — an estimated $33K sold.

WealthTrust-Arizona first reported a position in MWE in Q1 2014 and held it in 1 quarter. The position peaked at $33K in Q1 2014. 300 funds tracked by Wall St. Rank hold MWE as of Q2 2014.

  • WealthTrust-Arizona reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 500 MARKWEST ENERGY PARTNERS, LP shares in Q2 2014, an estimated $33K.
  • WealthTrust-Arizona first reported a position in MARKWEST ENERGY PARTNERS, LP in Q1 2014 and held it in 1 quarter.
  • WealthTrust-Arizona's MARKWEST ENERGY PARTNERS, LP position peaked at $33K in Q1 2014.
  • 300 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.