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

Jacobus 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
2016 Q1	–	Sell	-9,780	Closed	-$465K	–	291
2015 Q4	$465K	Hold	9,780	–	–	0.13%	132
2015 Q3	$458K	Hold	9,780	–	–	0.13%	126
2015 Q2	$620K	Hold	9,780	–	–	0.15%	109
2015 Q1	$644K	Hold	9,780	–	–	0.17%	104
2014 Q4	$714K	Hold	9,780	–	–	0.19%	92
2014 Q3	$734K	Sell	9,780 -1,525	-13%	-$115K	0.2%	96
2014 Q2	$865K	Hold	11,305	–	–	0.22%	91
2014 Q1	$748K	Buy	11,305 +1,525	+16%	+$94.9K	0.18%	98
2013 Q4	$603K	Hold	9,780	–	–	0.17%	105
2013 Q3	$588K	Hold	9,780	–	–	0.21%	88
2013 Q2	$635K	Buy	+9,780	New	+$587K	0.23%	82

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jacobus Wealth Management's WES Position: Q1 2016 in Review

Jacobus Wealth Management sold out of Western Gas Partners Lp (WES) in Q1 2016, closing a stake of 9,780 shares — an estimated $465K sold.

Jacobus Wealth Management first reported a position in WES in Q2 2013 and held it in 11 quarters. The position peaked at $865K in Q2 2014. 185 funds tracked by Wall St. Rank hold WES as of Q1 2016.

Jacobus Wealth Management reported no remaining Western Gas Partners Lp position as of Q1 2016 after selling out during the quarter.
Jacobus Wealth Management sold 9,780 Western Gas Partners Lp shares in Q1 2016, an estimated $465K.
Jacobus Wealth Management first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 11 quarters.
Jacobus Wealth Management's Western Gas Partners Lp position peaked at $865K in Q2 2014.
185 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2016.

Based on Jacobus Wealth Management's 13F filing for Q1 2016, filed 23 May 2016.