LSAG
WES

Lake Street Advisors Group’s Western Gas Partners Lp WES Stock Holding History

Lake Street Advisors Group’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
Q3 		– Sell
-14,073
Closed -$681K – 337
2018
Q2 		$681K Buy
+14,073
New +$685K 0.07% 121
2018
Q1 		– Sell
-5,222
Closed -$251K – 364
2017
Q4 		$251K Buy
+5,222
New +$248K 0.03% 269

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lake Street Advisors Group's WES Position: Q3 2018 in Review

Lake Street Advisors Group sold out of Western Gas Partners Lp (WES) in Q3 2018, closing a stake of 14,073 shares — an estimated $681K sold.

Lake Street Advisors Group first reported a position in WES in Q4 2017 and held it in 2 quarters. The position peaked at $681K in Q2 2018. 212 funds tracked by Wall St. Rank hold WES as of Q3 2018.

  • Lake Street Advisors Group reported no remaining Western Gas Partners Lp position as of Q3 2018 after selling out during the quarter.
  • Lake Street Advisors Group sold 14,073 Western Gas Partners Lp shares in Q3 2018, an estimated $681K.
  • Lake Street Advisors Group first reported a position in Western Gas Partners Lp in Q4 2017 and held it in 2 quarters.
  • Lake Street Advisors Group's Western Gas Partners Lp position peaked at $681K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q3 2018.

Based on Lake Street Advisors Group's 13F filing for Q3 2018, filed 14 Nov 2018.