BWM
WES

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

Baystate Wealth Management’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
2013
Q3 		– Sell
-850
Closed -$55K – 293
2013
Q2 		$55K Buy
+850
New +$51K 0.03% 98

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Baystate Wealth Management's WES Position: Q3 2013 in Review

Baystate Wealth Management sold out of Western Gas Partners Lp (WES) in Q3 2013, closing a stake of 850 shares — an estimated $55K sold.

Baystate Wealth Management first reported a position in WES in Q2 2013 and held it in 1 quarter. The position peaked at $55K in Q2 2013. 173 funds tracked by Wall St. Rank hold WES as of Q3 2013.

  • Baystate Wealth Management reported no remaining Western Gas Partners Lp position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 850 Western Gas Partners Lp shares in Q3 2013, an estimated $55K.
  • Baystate Wealth Management first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's Western Gas Partners Lp position peaked at $55K in Q2 2013.
  • 173 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.