AWMS
WES

Advocacy Wealth Management Services’s Western Gas Partners Lp WES Stock Holding History

Advocacy Wealth Management Services’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-914
Closed -$46K – 413
2016
Q2 		$46K Sell
914
-207
-18% -$10K 0.02% 152
2016
Q1 		$49K Hold
1,121
– – 0.03% 183
2015
Q4 		$53K Buy
+1,121
New +$54K 0.06% 163

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advocacy Wealth Management Services's WES Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Western Gas Partners Lp (WES) in Q3 2016, closing a stake of 914 shares — an estimated $46K sold.

Advocacy Wealth Management Services first reported a position in WES in Q4 2015 and held it in 3 quarters. The position peaked at $53K in Q4 2015. 194 funds tracked by Wall St. Rank hold WES as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining Western Gas Partners Lp position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 914 Western Gas Partners Lp shares in Q3 2016, an estimated $46K.
  • Advocacy Wealth Management Services first reported a position in Western Gas Partners Lp in Q4 2015 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Western Gas Partners Lp position peaked at $53K in Q4 2015.
  • 194 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.