FFA
WES

First Foundation Advisors’s Western Gas Partners Lp WES Stock Holding History

First Foundation 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
2014
Q4 		– Sell
-4,542
Closed -$341K – 280
2014
Q3 		$341K Buy
4,542
+185
+4% +$14K 0.03% 170
2014
Q2 		$333K Buy
4,357
+318
+8% +$22.5K 0.04% 163
2014
Q1 		$267K Buy
+4,039
New +$251K 0.03% 154

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Foundation Advisors's WES Position: Q4 2014 in Review

First Foundation Advisors sold out of Western Gas Partners Lp (WES) in Q4 2014, closing a stake of 4,542 shares — an estimated $341K sold.

First Foundation Advisors first reported a position in WES in Q1 2014 and held it in 3 quarters. The position peaked at $341K in Q3 2014. 190 funds tracked by Wall St. Rank hold WES as of Q4 2014.

  • First Foundation Advisors reported no remaining Western Gas Partners Lp position as of Q4 2014 after selling out during the quarter.
  • First Foundation Advisors sold 4,542 Western Gas Partners Lp shares in Q4 2014, an estimated $341K.
  • First Foundation Advisors first reported a position in Western Gas Partners Lp in Q1 2014 and held it in 3 quarters.
  • First Foundation Advisors's Western Gas Partners Lp position peaked at $341K in Q3 2014.
  • 190 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2014.

Based on First Foundation Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.