GW
WES

GW & Wade’s Western Gas Partners Lp WES Stock Holding History

GW & Wade’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
Q4 		– Sell
-7,197
Closed -$369K – 251
2017
Q3 		$369K Buy
7,197
+106
+1% +$5.51K 0.04% 174
2017
Q2 		$397K Hold
7,091
– – 0.05% 161
2017
Q1 		$429K Hold
7,091
– – 0.06% 152
2016
Q4 		$417K Buy
+7,091
New +$400K 0.07% 143

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

GW & Wade's WES Position: Q4 2017 in Review

GW & Wade sold out of Western Gas Partners Lp (WES) in Q4 2017, closing a stake of 7,197 shares — an estimated $369K sold.

GW & Wade first reported a position in WES in Q4 2016 and held it in 4 quarters. The position peaked at $429K in Q1 2017. 228 funds tracked by Wall St. Rank hold WES as of Q4 2017.

  • GW & Wade reported no remaining Western Gas Partners Lp position as of Q4 2017 after selling out during the quarter.
  • GW & Wade sold 7,197 Western Gas Partners Lp shares in Q4 2017, an estimated $369K.
  • GW & Wade first reported a position in Western Gas Partners Lp in Q4 2016 and held it in 4 quarters.
  • GW & Wade's Western Gas Partners Lp position peaked at $429K in Q1 2017.
  • 228 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2017.

Based on GW & Wade's 13F filing for Q4 2017, filed 13 Feb 2018.