WTC
MWE

WhitTier Trust Company’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

WhitTier Trust Company’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
Q1 		– Sell
-10,000
Closed -$672K – 916
2014
Q4 		$672K Hold
10,000
– – 0.08% 224
2014
Q3 		$768K Hold
10,000
– – 0.09% 210
2014
Q2 		$716K Hold
10,000
– – 0.08% 215
2014
Q1 		$653K Hold
10,000
– – 0.08% 210
2013
Q4 		$661K Hold
10,000
– – 0.08% 204
2013
Q3 		$722K Hold
10,000
– – 0.1% 181
2013
Q2 		$669K Buy
+10,000
New +$644K 0.1% 179

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

WhitTier Trust Company's MWE Position: Q1 2015 in Review

WhitTier Trust Company sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q1 2015, closing a stake of 10,000 shares — an estimated $672K sold.

WhitTier Trust Company first reported a position in MWE in Q2 2013 and held it in 7 quarters. The position peaked at $768K in Q3 2014. 315 funds tracked by Wall St. Rank hold MWE as of Q1 2015.

  • WhitTier Trust Company reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q1 2015 after selling out during the quarter.
  • WhitTier Trust Company sold 10,000 MARKWEST ENERGY PARTNERS, LP shares in Q1 2015, an estimated $672K.
  • WhitTier Trust Company first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 7 quarters.
  • WhitTier Trust Company's MARKWEST ENERGY PARTNERS, LP position peaked at $768K in Q3 2014.
  • 315 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q1 2015.

Based on WhitTier Trust Company's 13F filing for Q1 2015, filed 5 May 2015.