BW
WES

Bison Wealth’s Western Gas Partners Lp WES Stock Holding History

Bison Wealth’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
Q1 		– Sell
-13,676
Closed -$634K – 260
2015
Q4 		$634K Sell
13,676
-8,344
-38% -$402K 0.36% 86
2015
Q3 		$1.03M Buy
+22,020
New +$1.24M 0.68% 36

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Bison Wealth's WES Position: Q1 2016 in Review

Bison Wealth sold out of Western Gas Partners Lp (WES) in Q1 2016, closing a stake of 13,676 shares — an estimated $634K sold.

Bison Wealth first reported a position in WES in Q3 2015 and held it in 2 quarters. The position peaked at $1.03M in Q3 2015. 185 funds tracked by Wall St. Rank hold WES as of Q1 2016.

  • Bison Wealth reported no remaining Western Gas Partners Lp position as of Q1 2016 after selling out during the quarter.
  • Bison Wealth sold 13,676 Western Gas Partners Lp shares in Q1 2016, an estimated $634K.
  • Bison Wealth first reported a position in Western Gas Partners Lp in Q3 2015 and held it in 2 quarters.
  • Bison Wealth's Western Gas Partners Lp position peaked at $1.03M in Q3 2015.
  • 185 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2016.

Based on Bison Wealth's 13F filing for Q1 2016, filed 3 May 2016.