WIC
MWE

Wood Investment Counsel’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Wood Investment Counsel’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
Q3 		$18.4M Sell
239,648
-700
-0.3% -$52.3K 2.75% 14
2014
Q2 		$17.2M Sell
240,348
-858
-0.4% -$55.3K 2.56% 17
2014
Q1 		$15.8M Sell
241,206
-400
-0.2% -$27K 2.55% 19
2013
Q4 		$16M Sell
241,606
-1,437
-0.6% -$99.7K 2.53% 18
2013
Q3 		$17.6M Sell
243,043
-200
-0.1% -$13.7K 3.15% 15
2013
Q2 		$16.3M Buy
+243,243
New +$15.7M 3.01% 14

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 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wood Investment Counsel's MWE Position: Q3 2014 in Review

Wood Investment Counsel reduced its MARKWEST ENERGY PARTNERS, LP (MWE) stake by 0.29% in Q3 2014, selling an estimated $52.3K and leaving 239,648 shares worth $18.4M. The position accounts for 2.75% of the portfolio, ranked #14.

Wood Investment Counsel first reported a position in MWE in Q2 2013 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold MWE as of Q3 2014.

  • Wood Investment Counsel held 239,648 shares of MARKWEST ENERGY PARTNERS, LP worth $18.4M as of Q3 2014.
  • Wood Investment Counsel sold 700 MARKWEST ENERGY PARTNERS, LP shares in Q3 2014, an estimated $52.3K.
  • MARKWEST ENERGY PARTNERS, LP made up 2.75% of Wood Investment Counsel's portfolio in Q3 2014, its #14 holding.
  • Wood Investment Counsel first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and has held it in 6 quarters since.
  • 313 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2014.

Based on Wood Investment Counsel's 13F filing for Q3 2014, filed 27 Oct 2014.