WJA
MWE

Williams Jones & Associates’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Williams Jones & Associates’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
-59,947
Closed -$2.57M – 375
2015
Q3 		$2.57M Sell
59,947
-8,515
-12% -$485K 0.12% 126
2015
Q2 		$3.86M Sell
68,462
-2,263
-3% -$146K 0.15% 122
2015
Q1 		$4.67M Sell
70,725
-43,085
-38% -$2.65M 0.19% 112
2014
Q4 		$7.65M Sell
113,810
-71,110
-38% -$4.96M 0.31% 83
2014
Q3 		$14.2M Buy
184,920
+114,665
+163% +$8.57M 0.65% 47
2014
Q2 		$5.03M Sell
70,255
-104,455
-60% -$6.73M 0.23% 93
2014
Q1 		$11.4M Sell
174,710
-180
-0.1% -$12.1K 0.23% 95
2013
Q4 		$11.6M Buy
174,890
+58,705
+51% +$4.07M 0.55% 50
2013
Q3 		$8.39M Buy
116,185
+14,710
+14% +$1.01M 0.43% 67
2013
Q2 		$6.78M Buy
+101,475
New +$6.53M 0.34% 72

Other funds holding MWE

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

Williams Jones & Associates's MWE Position: Q4 2015 in Review

Williams Jones & Associates sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q4 2015, closing a stake of 59,947 shares — an estimated $2.57M sold.

Williams Jones & Associates first reported a position in MWE in Q2 2013 and held it in 10 quarters. The position peaked at $14.2M in Q3 2014. 1 fund tracked by Wall St. Rank holds MWE as of Q4 2015.

  • Williams Jones & Associates reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q4 2015 after selling out during the quarter.
  • Williams Jones & Associates sold 59,947 MARKWEST ENERGY PARTNERS, LP shares in Q4 2015, an estimated $2.57M.
  • Williams Jones & Associates first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 10 quarters.
  • Williams Jones & Associates's MARKWEST ENERGY PARTNERS, LP position peaked at $14.2M in Q3 2014.
  • 1 fund tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q4 2015.

Based on Williams Jones & Associates's 13F filing for Q4 2015, filed 16 Feb 2016.