EA
WES

Edge Advisors’s Western Gas Partners Lp WES Stock Holding History

Edge Advisors’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
Q2 		$841K Sell
17,400
-400
-2% -$19.5K 0.08% 176
2018
Q1 		$759K Hold
17,800
– – 0.07% 187
2017
Q4 		$855K Sell
17,800
-382
-2% -$18.2K 0.08% 175
2017
Q3 		$931K Hold
18,182
– – 0.1% 159
2017
Q2 		$1.02M Sell
18,182
-1,250
-6% -$71K 0.12% 156
2017
Q1 		$1.17M Sell
19,432
-5,952
-23% -$368K 0.14% 138
2016
Q4 		$1.49M Buy
+25,384
New +$1.43M 0.19% 122

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Edge Advisors's WES Position: Q2 2018 in Review

Edge Advisors reduced its Western Gas Partners Lp (WES) stake by 2.2% in Q2 2018, selling an estimated $19.5K and leaving 17,400 shares worth $841K. The position accounts for 0.08% of the portfolio, ranked #176.

Edge Advisors first reported a position in WES in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.49M in Q4 2016. 207 funds tracked by Wall St. Rank hold WES as of Q2 2018.

  • Edge Advisors held 17,400 shares of Western Gas Partners Lp worth $841K as of Q2 2018.
  • Edge Advisors sold 400 Western Gas Partners Lp shares in Q2 2018, an estimated $19.5K.
  • Western Gas Partners Lp made up 0.08% of Edge Advisors's portfolio in Q2 2018, its #176 holding.
  • Edge Advisors first reported a position in Western Gas Partners Lp in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Western Gas Partners Lp position peaked at $1.49M in Q4 2016.
  • 207 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.