IT
WES

Independence Trust’s Western Gas Partners Lp WES Stock Holding History

Independence Trust’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
2015
Q1 		– Sell
-3,807
Closed -$278K – 139
2014
Q4 		$278K Hold
3,807
– – 0.17% 101
2014
Q3 		$286K Sell
3,807
-6,920
-65% -$524K 0.19% 78
2014
Q2 		$820K Hold
10,727
– – 0.52% 33
2014
Q1 		$710K Buy
10,727
+775
+8% +$48.2K 0.49% 37
2013
Q4 		$614K Hold
9,952
– – 0.42% 36
2013
Q3 		$598K Hold
9,952
– – 0.44% 36
2013
Q2 		$646K Buy
+9,952
New +$597K 0.47% 35

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Independence Trust's WES Position: Q1 2015 in Review

Independence Trust sold out of Western Gas Partners Lp (WES) in Q1 2015, closing a stake of 3,807 shares — an estimated $278K sold.

Independence Trust first reported a position in WES in Q2 2013 and held it in 7 quarters. The position peaked at $820K in Q2 2014. 198 funds tracked by Wall St. Rank hold WES as of Q1 2015.

  • Independence Trust reported no remaining Western Gas Partners Lp position as of Q1 2015 after selling out during the quarter.
  • Independence Trust sold 3,807 Western Gas Partners Lp shares in Q1 2015, an estimated $278K.
  • Independence Trust first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 7 quarters.
  • Independence Trust's Western Gas Partners Lp position peaked at $820K in Q2 2014.
  • 198 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2015.

Based on Independence Trust's 13F filing for Q1 2015, filed 21 Apr 2015.