IWA
WES

IBEX Wealth Advisors’s Western Gas Partners Lp WES Stock Holding History

IBEX Wealth 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
Q1 		– Sell
-1,347
Closed -$81K – 465
2016
Q4 		$81K Buy
+1,347
New +$75.9K 0.04% 154

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
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

IBEX Wealth Advisors's WES Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Western Gas Partners Lp (WES) in Q1 2017, closing a stake of 1,347 shares — an estimated $81K sold.

IBEX Wealth Advisors first reported a position in WES in Q4 2016 and held it in 1 quarter. The position peaked at $81K in Q4 2016. 220 funds tracked by Wall St. Rank hold WES as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Western Gas Partners Lp position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,347 Western Gas Partners Lp shares in Q1 2017, an estimated $81K.
  • IBEX Wealth Advisors first reported a position in Western Gas Partners Lp in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Western Gas Partners Lp position peaked at $81K in Q4 2016.
  • 220 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.