IWM
WES

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

IHT 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
2018
Q2 		– Sell
-2,085
Closed -$88K – 1684
2018
Q1 		$88K Hold
2,085
– – 0.02% 517
2017
Q4 		$108K Hold
2,085
– – 0.03% 478
2017
Q3 		$109K Hold
2,085
– – 0.05% 340
2017
Q2 		$16 Buy
+2,085
New +$118K 0.01% 846

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

IHT Wealth Management's WES Position: Q2 2018 in Review

IHT Wealth Management sold out of Western Gas Partners Lp (WES) in Q2 2018, closing a stake of 2,085 shares — an estimated $88K sold.

IHT Wealth Management first reported a position in WES in Q2 2017 and held it in 4 quarters. The position peaked at $109K in Q3 2017. 207 funds tracked by Wall St. Rank hold WES as of Q2 2018.

  • IHT Wealth Management reported no remaining Western Gas Partners Lp position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,085 Western Gas Partners Lp shares in Q2 2018, an estimated $88K.
  • IHT Wealth Management first reported a position in Western Gas Partners Lp in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's Western Gas Partners Lp position peaked at $109K in Q3 2017.
  • 207 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.