FM
WES

Family Management’s Western Gas Partners Lp WES Stock Holding History

Family 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
2017
Q3 		– Sell
-3,800
Closed -$213K – 79
2017
Q2 		$213K Hold
3,800
– – 0.15% 53
2017
Q1 		$230K Hold
3,800
– – 0.16% 54
2016
Q4 		$223K Hold
3,800
– – 0.15% 58
2016
Q3 		$209K Buy
+3,800
New +$190K 0.12% 72

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Family Management's WES Position: Q3 2017 in Review

Family Management sold out of Western Gas Partners Lp (WES) in Q3 2017, closing a stake of 3,800 shares — an estimated $213K sold.

Family Management first reported a position in WES in Q3 2016 and held it in 4 quarters. The position peaked at $230K in Q1 2017. 218 funds tracked by Wall St. Rank hold WES as of Q3 2017.

  • Family Management reported no remaining Western Gas Partners Lp position as of Q3 2017 after selling out during the quarter.
  • Family Management sold 3,800 Western Gas Partners Lp shares in Q3 2017, an estimated $213K.
  • Family Management first reported a position in Western Gas Partners Lp in Q3 2016 and held it in 4 quarters.
  • Family Management's Western Gas Partners Lp position peaked at $230K in Q1 2017.
  • 218 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q3 2017.

Based on Family Management's 13F filing for Q3 2017, filed 13 Nov 2017.