First National Trust’s Western Gas Partners Lp WES Stock Holding History

First National Trust’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	–	Sell	-10,378	Closed	-$443K	–	336
2018 Q1	$443K	Sell	10,378 -700	-6%	-$34.1K	0.05%	234
2017 Q4	$533K	Sell	11,078 -6,000	-35%	-$285K	0.06%	225
2017 Q3	$876K	Buy	17,078 +200	+1%	+$10.4K	0.1%	183
2017 Q2	$944K	Hold	16,878	–	–	0.12%	182
2017 Q1	$1.02M	Hold	16,878	–	–	0.13%	159
2016 Q4	$992K	Buy	+16,878	New	+$951K	0.14%	157

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

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

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

First National Trust's WES Position: Q2 2018 in Review

First National Trust sold out of Western Gas Partners Lp (WES) in Q2 2018, closing a stake of 10,378 shares — an estimated $443K sold.

First National Trust first reported a position in WES in Q4 2016 and held it in 6 quarters. The position peaked at $1.02M in Q1 2017. 207 funds tracked by Wall St. Rank hold WES as of Q2 2018.

First National Trust reported no remaining Western Gas Partners Lp position as of Q2 2018 after selling out during the quarter.
First National Trust sold 10,378 Western Gas Partners Lp shares in Q2 2018, an estimated $443K.
First National Trust first reported a position in Western Gas Partners Lp in Q4 2016 and held it in 6 quarters.
First National Trust's Western Gas Partners Lp position peaked at $1.02M in Q1 2017.
207 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2018.

Based on First National Trust's 13F filing for Q2 2018, filed 30 Jul 2018.