ZIM
MWE

Zacks Investment Management’s MARKWEST ENERGY PARTNERS, LP MWE Stock Holding History

Zacks Investment Management’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 		– Sell
-6,219
Closed -$445K – 821
2014
Q2 		$445K Sell
6,219
-796
-11% -$51.3K 0.02% 474
2014
Q1 		$458K Sell
7,015
-177
-2% -$11.9K 0.02% 428
2013
Q4 		$476K Sell
7,192
-284
-4% -$19.7K 0.02% 409
2013
Q3 		$540K Buy
7,476
+1,288
+21% +$88.2K 0.02% 320
2013
Q2 		$414K Buy
+6,188
New +$398K 0.02% 380

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $1.81T AUM 41.13% 1-Year Est. Return

Zacks Investment Management's MWE Position: Q3 2014 in Review

Zacks Investment Management sold out of MARKWEST ENERGY PARTNERS, LP (MWE) in Q3 2014, closing a stake of 6,219 shares — an estimated $445K sold.

Zacks Investment Management first reported a position in MWE in Q2 2013 and held it in 5 quarters. The position peaked at $540K in Q3 2013. 313 funds tracked by Wall St. Rank hold MWE as of Q3 2014.

  • Zacks Investment Management reported no remaining MARKWEST ENERGY PARTNERS, LP position as of Q3 2014 after selling out during the quarter.
  • Zacks Investment Management sold 6,219 MARKWEST ENERGY PARTNERS, LP shares in Q3 2014, an estimated $445K.
  • Zacks Investment Management first reported a position in MARKWEST ENERGY PARTNERS, LP in Q2 2013 and held it in 5 quarters.
  • Zacks Investment Management's MARKWEST ENERGY PARTNERS, LP position peaked at $540K in Q3 2013.
  • 313 funds tracked by Wall St. Rank held MARKWEST ENERGY PARTNERS, LP as of Q3 2014.

Based on Zacks Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.