WA
MWE

Winfield Associates’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Winfield 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
Q3 		– Sell
-500
Closed -$28K – 319
2015
Q2 		$28K Hold
500
– – 0.02% 187
2015
Q1 		$33K Sell
500
-4,250
-89% -$261K 0.02% 182
2014
Q4 		$319K Sell
4,750
-700
-13% -$48.8K 0.23% 90
2014
Q3 		$419K Hold
5,450
– – 0.31% 88
2014
Q2 		$390K Sell
5,450
-4,000
-42% -$258K 0.28% 90
2014
Q1 		$617K Sell
9,450
-1,400
-13% -$94.4K 0.51% 66
2013
Q4 		$718K Buy
+10,850
New +$753K 0.59% 60

Other funds holding MWE

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Winfield Associates's MWE Position: Q3 2015 in Review

Winfield Associates sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2015, closing a stake of 500 shares — an estimated $28K sold.

Winfield Associates first reported a position in MWE in Q4 2013 and held it in 7 quarters. The position peaked at $718K in Q4 2013. 293 funds tracked by Wall St. Rank hold MWE as of Q3 2015.

  • Winfield Associates reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2015 after selling out during the quarter.
  • Winfield Associates sold 500 MARKWEST ENERGY PARTNERS, LP shares in Q3 2015, an estimated $28K.
  • Winfield Associates first reported a position in MARKWEST ENERGY PARTNERS, LP in Q4 2013 and held it in 7 quarters.
  • Winfield Associates's MARKWEST ENERGY PARTNERS, LP position peaked at $718K in Q4 2013.
  • 293 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2015.

Based on Winfield Associates's 13F filing for Q3 2015, filed 6 Nov 2015.