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

Geneva 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
2017 Q2	$4.12M	Sell	73,726 -3,430	-4%	-$195K	0.07%	131
2017 Q1	$4.66M	Sell	77,156 -7,534	-9%	-$466K	0.08%	126
2016 Q4	$4.98M	Buy	84,690 +21	+0%	+$1.18K	0.1%	117
2016 Q3	$4.66M	Buy	84,669 +13,900	+20%	+$696K	0.09%	123
2016 Q2	$3.57M	Buy	70,769 +25,264	+56%	+$1.22M	0.07%	139
2016 Q1	$1.98M	Buy	45,505 +1,295	+3%	+$47.8K	0.04%	191
2015 Q4	$2.1M	Sell	44,210 -11,857	-21%	-$571K	0.04%	191
2015 Q3	$2.63M	Sell	56,067 -5,505	-9%	-$311K	0.05%	163
2015 Q2	$3.9M	Sell	61,572 -465	-0.7%	-$31.6K	0.07%	146
2015 Q1	$4.08M	Sell	62,037 -845	-1%	-$58.4K	0.07%	145
2014 Q4	$4.59M	Buy	62,882 +2,568	+4%	+$181K	0.09%	130
2014 Q3	$4.52M	Buy	60,314 +937	+2%	+$70.9K	0.09%	130
2014 Q2	$4.54M	Sell	59,377 -3,723	-6%	-$264K	0.08%	133
2014 Q1	$4.18M	Buy	63,100 +18,175	+40%	+$1.13M	0.08%	139
2013 Q4	$2.77M	Buy	44,925 +3,875	+9%	+$234K	0.05%	146
2013 Q3	$2.47M	Buy	41,050 +2,340	+6%	+$142K	0.05%	154
2013 Q2	$2.51M	Buy	+38,710	New	+$2.32M	0.06%	135

Other funds holding WES

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Geneva Advisors's WES Position: Q2 2017 in Review

Geneva Advisors reduced its Western Gas Partners Lp (WES) stake by 4.4% in Q2 2017, selling an estimated $195K and leaving 73,726 shares worth $4.12M. The position accounts for 0.07% of the portfolio, ranked #131.

Geneva Advisors first reported a position in WES in Q2 2013 and has held it in 17 quarters since. The position peaked at $4.98M in Q4 2016. 219 funds tracked by Wall St. Rank hold WES as of Q2 2017.

Geneva Advisors held 73,726 shares of Western Gas Partners Lp worth $4.12M as of Q2 2017.
Geneva Advisors sold 3,430 Western Gas Partners Lp shares in Q2 2017, an estimated $195K.
Western Gas Partners Lp made up 0.07% of Geneva Advisors's portfolio in Q2 2017, its #131 holding.
Geneva Advisors first reported a position in Western Gas Partners Lp in Q2 2013 and has held it in 17 quarters since.
Geneva Advisors's Western Gas Partners Lp position peaked at $4.98M in Q4 2016.
219 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.