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

Evercore 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
2018 Q1	–	Sell	-2,000	Closed	-$96K	–	920
2017 Q4	$96K	Hold	2,000	–	–	﹤0.01%	470
2017 Q3	$103K	Hold	2,000	–	–	﹤0.01%	459
2017 Q2	$112K	Hold	2,000	–	–	﹤0.01%	448
2017 Q1	$121K	Sell	2,000 -625	-24%	-$38.6K	﹤0.01%	446
2016 Q4	$154K	Buy	2,625 +625	+31%	+$35.2K	0.01%	420
2016 Q3	$110K	Hold	2,000	–	–	﹤0.01%	464
2016 Q2	$101K	Hold	2,000	–	–	﹤0.01%	459
2016 Q1	$87K	Sell	2,000 -1,000	-33%	-$36.9K	﹤0.01%	475
2015 Q4	$143K	Hold	3,000	–	–	0.01%	436
2015 Q3	$141K	Sell	3,000 -20,000	-87%	-$1.13M	0.01%	441
2015 Q2	$1.46M	Hold	23,000	–	–	0.07%	161
2015 Q1	$1.51M	Hold	23,000	–	–	0.07%	157
2014 Q4	$1.68M	Hold	23,000	–	–	0.08%	135
2014 Q3	$1.73M	Hold	23,000	–	–	0.09%	147
2014 Q2	$1.76M	Buy	23,000 +22,000	+2,200%	+$1.56M	0.09%	143
2014 Q1	$66K	Hold	1,000	–	–	﹤0.01%	552
2013 Q4	$62K	Hold	1,000	–	–	﹤0.01%	532
2013 Q3	$60K	Hold	1,000	–	–	﹤0.01%	556
2013 Q2	$65K	Buy	+1,000	New	+$60K	﹤0.01%	537

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

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evercore Wealth Management's WES Position: Q1 2018 in Review

Evercore Wealth Management sold out of Western Gas Partners Lp (WES) in Q1 2018, closing a stake of 2,000 shares — an estimated $96K sold.

Evercore Wealth Management first reported a position in WES in Q2 2013 and held it in 19 quarters. The position peaked at $1.76M in Q2 2014. 214 funds tracked by Wall St. Rank hold WES as of Q1 2018.

Evercore Wealth Management reported no remaining Western Gas Partners Lp position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,000 Western Gas Partners Lp shares in Q1 2018, an estimated $96K.
Evercore Wealth Management first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Western Gas Partners Lp position peaked at $1.76M in Q2 2014.
214 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.