BSWMG
WES

Barrington Strategic Wealth Management Group’s Western Gas Partners Lp WES Stock Holding History

Barrington Strategic Wealth Management Group’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
2017
Q3 		$733K Sell
14,290
-1,535
-10% -$79.8K 0.37% 70
2017
Q2 		$885K Sell
15,825
-308
-2% -$17.5K 0.45% 59
2017
Q1 		$975K Sell
16,133
-285
-2% -$17.6K 0.51% 57
2016
Q4 		$965K Sell
16,418
-110
-0.7% -$6.2K 0.52% 55
2016
Q3 		$910K Buy
16,528
+90
+0.5% +$4.51K 0.51% 56
2016
Q2 		$828K Buy
16,438
+110
+0.7% +$5.32K 0.47% 55
2016
Q1 		$709K Sell
16,328
-385
-2% -$14.2K 0.41% 62
2015
Q4 		$794K Sell
16,713
-55
-0.3% -$2.65K 0.46% 59
2015
Q3 		$785K Buy
16,768
+54
+0.3% +$3.05K 0.5% 62
2015
Q2 		$1.06M Buy
16,714
+695
+4% +$47.2K 0.64% 54
2015
Q1 		$1.05M Buy
16,019
+340
+2% +$23.5K 0.65% 51
2014
Q4 		$1.15M Buy
15,679
+455
+3% +$32.1K 0.73% 45
2014
Q3 		$1.14M Sell
15,224
-125
-0.8% -$9.46K 0.74% 47
2014
Q2 		$1.17M Buy
15,349
+210
+1% +$14.9K 0.75% 49
2014
Q1 		$1M Buy
15,139
+1,085
+8% +$67.5K 0.65% 52
2013
Q4 		$867K Buy
14,054
+2,600
+23% +$157K 0.58% 53
2013
Q3 		$689K Buy
11,454
+40
+0.4% +$2.43K 0.61% 54
2013
Q2 		$741K Buy
+11,414
New +$685K 0.61% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Barrington Strategic Wealth Management Group's WES Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its Western Gas Partners Lp (WES) stake by 9.7% in Q3 2017, selling an estimated $79.8K and leaving 14,290 shares worth $733K. The position accounts for 0.37% of the portfolio, ranked #70.

Barrington Strategic Wealth Management Group first reported a position in WES in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.17M in Q2 2014. 217 funds tracked by Wall St. Rank hold WES as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 14,290 shares of Western Gas Partners Lp worth $733K as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 1,535 Western Gas Partners Lp shares in Q3 2017, an estimated $79.8K.
  • Western Gas Partners Lp made up 0.37% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #70 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Western Gas Partners Lp in Q2 2013 and has held it in 18 quarters since.
  • Barrington Strategic Wealth Management Group's Western Gas Partners Lp position peaked at $1.17M in Q2 2014.
  • 217 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.