GWM
WES

Gupta Wealth Management’s Western Gas Partners Lp WES Stock Holding History

Gupta Wealth 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
2016
Q1 		$9K Hold
200
– – ﹤0.01% 888
2015
Q4 		$10K Sell
200
-1,800
-90% -$86.6K ﹤0.01% 901
2015
Q3 		$94K Hold
2,000
– – 0.02% 345
2015
Q2 		$127K Hold
2,000
– – 0.03% 314
2015
Q1 		$132K Buy
+2,000
New +$138K 0.04% 271

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's WES Position: Q1 2016 in Review

Gupta Wealth Management held its Western Gas Partners Lp (WES) position steady in Q1 2016 at 200 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Gupta Wealth Management first reported a position in WES in Q1 2015 and has held it in 5 quarters since. The position peaked at $132K in Q1 2015. 185 funds tracked by Wall St. Rank hold WES as of Q1 2016.

  • Gupta Wealth Management held 200 shares of Western Gas Partners Lp worth $9K as of Q1 2016.
  • Gupta Wealth Management left its Western Gas Partners Lp share count unchanged in Q1 2016.
  • Western Gas Partners Lp made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #888 holding.
  • Gupta Wealth Management first reported a position in Western Gas Partners Lp in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Western Gas Partners Lp position peaked at $132K in Q1 2015.
  • 185 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.