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

Kanaly 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
2016 Q4	$12K	Hold	200	–	–	﹤0.01%	522
2016 Q3	$11K	Hold	200	–	–	﹤0.01%	525
2016 Q2	$10K	Hold	200	–	–	﹤0.01%	547
2016 Q1	$9K	Hold	200	–	–	﹤0.01%	578
2015 Q4	$10K	Hold	200	–	–	﹤0.01%	580
2015 Q3	$9K	Hold	200	–	–	﹤0.01%	566
2015 Q2	$13K	Hold	200	–	–	﹤0.01%	525
2015 Q1	$13K	Hold	200	–	–	﹤0.01%	443
2014 Q4	$15K	Sell	200 -300	-60%	-$21.2K	﹤0.01%	412
2014 Q3	$38K	Hold	500	–	–	0.01%	321
2014 Q2	$38K	Hold	500	–	–	0.01%	335
2014 Q1	$33K	Sell	500 -1,000	-67%	-$62.2K	0.01%	341
2013 Q4	$93K	Buy	+1,500	New	+$90.6K	0.02%	244

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

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

CCCA

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

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

Kanaly Trust's WES Position: Q4 2016 in Review

Kanaly Trust held its Western Gas Partners Lp (WES) position steady in Q4 2016 at 200 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Kanaly Trust first reported a position in WES in Q4 2013 and has held it in 13 quarters since. The position peaked at $93K in Q4 2013. 212 funds tracked by Wall St. Rank hold WES as of Q4 2016.

Kanaly Trust held 200 shares of Western Gas Partners Lp worth $12K as of Q4 2016.
Kanaly Trust left its Western Gas Partners Lp share count unchanged in Q4 2016.
Western Gas Partners Lp made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #522 holding.
Kanaly Trust first reported a position in Western Gas Partners Lp in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Western Gas Partners Lp position peaked at $93K in Q4 2013.
212 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.