IHT Wealth Management
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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 		$16K Buy
+2,085
New +$118K 0.01% 846

Other funds holding WES

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ALPS Advisors
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
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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.