DADC
WES

D.A. Davidson & Co’s Western Gas Partners Lp WES Stock Holding History

D.A. Davidson & Co’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 		– Sell
-275
Closed -$15K – 2412
2017
Q2 		$15K Hold
275
– – ﹤0.01% 1922
2017
Q1 		$16K Hold
275
– – ﹤0.01% 1904
2016
Q4 		$16K Hold
275
– – ﹤0.01% 2001
2016
Q3 		$15K Buy
+275
New +$13.8K ﹤0.01% 1945
2014
Q1 		– Sell
-2,100
Closed -$129K – 2315
2013
Q4 		$129K Buy
2,100
+100
+5% +$6.04K ﹤0.01% 982
2013
Q3 		$120K Hold
2,000
– – 0.01% 848
2013
Q2 		$129K Buy
+2,000
New +$120K 0.01% 794

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

D.A. Davidson & Co's WES Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Western Gas Partners Lp (WES) in Q3 2017, closing a stake of 275 shares — an estimated $15K sold.

D.A. Davidson & Co first reported a position in WES in Q2 2013 and held it in 7 quarters. The position peaked at $129K in Q4 2013. 217 funds tracked by Wall St. Rank hold WES as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Western Gas Partners Lp position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 275 Western Gas Partners Lp shares in Q3 2017, an estimated $15K.
  • D.A. Davidson & Co first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 7 quarters.
  • D.A. Davidson & Co's Western Gas Partners Lp position peaked at $129K in Q4 2013.
  • 217 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.