Castleton Investment Management’s Western Gas Partners Lp WES Stock Holding History

Castleton Investment 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
2018 Q4	–	Sell	-50,000	Closed	-$2.18M	–	71
2018 Q3	$2.18M	Sell	50,000 -45,000	-47%	-$2.23M	0.84%	30
2018 Q2	$4.6M	Buy	+95,000	New	+$4.62M	1.53%	22
2018 Q1	–	Sell	-65,000	Closed	-$3.13M	–	69
2017 Q4	$3.13M	Buy	65,000 +2,000	+3%	+$95.1K	1.2%	25
2017 Q3	$3.23M	Buy	+63,000	New	+$3.27M	1.2%	24
2017 Q2	–	Sell	-32,000	Closed	-$1.93M	–	75
2017 Q1	$1.93M	Sell	32,000 -1,000	-3%	-$61.8K	0.7%	22
2016 Q4	$1.94M	Buy	+33,000	New	+$1.86M	0.77%	28

Other funds holding WES

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Castleton Investment Management's WES Position: Q4 2018 in Review

Castleton Investment Management sold out of Western Gas Partners Lp (WES) in Q4 2018, closing a stake of 50,000 shares — an estimated $2.18M sold.

Castleton Investment Management first reported a position in WES in Q4 2016 and held it in 6 quarters. The position peaked at $4.6M in Q2 2018. 225 funds tracked by Wall St. Rank hold WES as of Q4 2018.

Castleton Investment Management reported no remaining Western Gas Partners Lp position as of Q4 2018 after selling out during the quarter.
Castleton Investment Management sold 50,000 Western Gas Partners Lp shares in Q4 2018, an estimated $2.18M.
Castleton Investment Management first reported a position in Western Gas Partners Lp in Q4 2016 and held it in 6 quarters.
Castleton Investment Management's Western Gas Partners Lp position peaked at $4.6M in Q2 2018.
225 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2018.

Based on Castleton Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.