LA
WES

LVW Advisors’s Western Gas Partners Lp WES Stock Holding History

LVW Advisors’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
Q4 		– Hold
0
– – – 127
2018
Q3 		– Hold
0
– – – 144
2018
Q2 		– Hold
0
– – – 139
2017
Q3 		– Sell
-7,950
Closed -$413K – 98
2017
Q2 		$445K Buy
+7,950
New +$452K 0.16% 81
2017
Q1 		– Hold
0
– – – 72
2016
Q4 		– Hold
0
– – – 77
2016
Q3 		– Hold
0
– – – 78
2016
Q2 		– Hold
0
– – – 82
2016
Q1 		– Hold
0
– – – 106
2015
Q4 		– Hold
0
– – – 115

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

LVW Advisors's WES Position: Q4 2018 in Review

LVW Advisors held its Western Gas Partners Lp (WES) position steady in Q4 2018 at 0 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #127.

LVW Advisors first reported a position in WES in Q2 2017 and has held it in 1 quarter since. The position peaked at $445K in Q2 2017. 225 funds tracked by Wall St. Rank hold WES as of Q4 2018.

  • LVW Advisors held 0 shares of Western Gas Partners Lp worth $281K as of Q4 2018.
  • LVW Advisors left its Western Gas Partners Lp share count unchanged in Q4 2018.
  • Western Gas Partners Lp made up 0.09% of LVW Advisors's portfolio in Q4 2018, its #127 holding.
  • LVW Advisors first reported a position in Western Gas Partners Lp in Q2 2017 and has held it in 1 quarter since.
  • LVW Advisors's Western Gas Partners Lp position peaked at $445K in Q2 2017.
  • 225 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2018.

Based on LVW Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.