Grassi Investment Management’s Western Gas Partners Lp WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
+30,000
| New | +$1.16M | 0.09% | 74 |
|
|
2018
Q1 | – | Sell |
-13,175
| Closed | -$634K | – | 133 |
|
|
2017
Q4 | $634K | Buy |
13,175
+200
| +2% | +$9.51K | 0.1% | 98 |
|
|
2017
Q3 | $665K | Sell |
12,975
-1,000
| -7% | -$52K | 0.11% | 96 |
|
|
2017
Q2 | $782K | Hold |
13,975
| – | – | 0.14% | 91 |
|
|
2017
Q1 | $845K | Sell |
13,975
-8,450
| -38% | -$522K | 0.15% | 88 |
|
|
2016
Q4 | $1.32M | Buy |
22,425
+125
| +0.6% | +$7.04K | 0.24% | 79 |
|
|
2016
Q3 | $1.23M | Buy |
22,300
+525
| +2% | +$26.3K | 0.23% | 78 |
|
|
2016
Q2 | $1.1M | Buy |
21,775
+50
| +0.2% | +$2.42K | 0.21% | 80 |
|
|
2016
Q1 | $943K | Buy |
21,725
+6,500
| +43% | +$240K | 0.19% | 83 |
|
|
2015
Q4 | $724K | Sell |
15,225
-353
| -2% | -$17K | 0.15% | 96 |
|
|
2015
Q3 | $729K | Sell |
15,578
-748
| -5% | -$42.3K | 0.15% | 99 |
|
|
2015
Q2 | $1.03M | Buy |
16,326
+150
| +0.9% | +$10.2K | 0.19% | 99 |
|
|
2015
Q1 | $1.06M | Buy |
16,176
+600
| +4% | +$41.4K | 0.2% | 97 |
|
|
2014
Q4 | $1.14M | Buy |
15,576
+1
| +0% | +$71 | 0.2% | 93 |
|
|
2014
Q3 | $1.17M | Hold |
15,575
| – | – | 0.22% | 88 |
|
|
2014
Q2 | $1.19M | Buy |
15,575
+75
| +0.5% | +$5.31K | 0.26% | 88 |
|
|
2014
Q1 | $1.03M | Sell |
15,500
-40,100
| -72% | -$2.49M | 0.24% | 88 |
|
|
2013
Q4 | $3.43M | Sell |
55,600
-1,775
| -3% | -$107K | 0.82% | 55 |
|
|
2013
Q3 | $3.45M | Buy |
57,375
+75
| +0.1% | +$4.55K | 0.91% | 51 |
|
|
2013
Q2 | $3.72M | Buy |
+57,300
| New | +$3.44M | 1% | 45 |
|
Grassi Investment Management's WES Position: Q2 2025 in Review
Grassi Investment Management opened a new position in Western Gas Partners Lp (WES) in Q2 2025: 30,000 shares worth $1.16M. The stake represents 0.09% of the portfolio and ranks #74 among its holdings. This is a return to the name: Grassi Investment Management previously reported a position in WES as recently as Q4 2017.
Grassi Investment Management first reported a position in WES in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.72M in Q2 2013. 1 fund tracked by Wall St. Rank holds WES as of Q2 2025.
- Grassi Investment Management held 30,000 shares of Western Gas Partners Lp worth $1.16M as of Q2 2025.
- Western Gas Partners Lp was a new Grassi Investment Management position in Q2 2025.
- Western Gas Partners Lp made up 0.09% of Grassi Investment Management's portfolio in Q2 2025, its #74 holding.
- Grassi Investment Management first reported a position in Western Gas Partners Lp in Q2 2013 and has held it in 20 quarters since.
- Grassi Investment Management's Western Gas Partners Lp position peaked at $3.72M in Q2 2013.
- 1 fund tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2025.
Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.