LFR
WES

Lehman Financial Resources’s Western Gas Partners Lp WES Stock Holding History

Lehman Financial Resources’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
2014
Q3 		– Sell
-1,600
Closed -$122K – 449
2014
Q2 		$122K Hold
1,600
– – 0.06% 78
2014
Q1 		$106K Hold
1,600
– – 0.05% 80
2013
Q4 		$99K Hold
1,600
– – 0.06% 83
2013
Q3 		$96K Hold
1,600
– – 0.06% 81
2013
Q2 		$104K Buy
+1,600
New +$96K 0.07% 67

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lehman Financial Resources's WES Position: Q3 2014 in Review

Lehman Financial Resources sold out of Western Gas Partners Lp (WES) in Q3 2014, closing a stake of 1,600 shares — an estimated $122K sold.

Lehman Financial Resources first reported a position in WES in Q2 2013 and held it in 5 quarters. The position peaked at $122K in Q2 2014. 184 funds tracked by Wall St. Rank hold WES as of Q3 2014.

  • Lehman Financial Resources reported no remaining Western Gas Partners Lp position as of Q3 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 1,600 Western Gas Partners Lp shares in Q3 2014, an estimated $122K.
  • Lehman Financial Resources first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 5 quarters.
  • Lehman Financial Resources's Western Gas Partners Lp position peaked at $122K in Q2 2014.
  • 184 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q3 2014.

Based on Lehman Financial Resources's 13F filing for Q3 2014, filed 12 Nov 2014.