MWAC
WES

Mariner Wealth Advisors (Cincinnati)’s Western Gas Partners Lp WES Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2017
Q4 		– Sell
-5,300
Closed -$272K – 300
2017
Q3 		$272K Hold
5,300
– – 0.02% 228
2017
Q2 		$296K Hold
5,300
– – 0.02% 214
2017
Q1 		$320K Buy
+5,300
New +$328K 0.02% 213

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s WES Position: Q4 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Western Gas Partners Lp (WES) in Q4 2017, closing a stake of 5,300 shares — an estimated $272K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in WES in Q1 2017 and held it in 3 quarters. The position peaked at $320K in Q1 2017. 228 funds tracked by Wall St. Rank hold WES as of Q4 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Western Gas Partners Lp position as of Q4 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 5,300 Western Gas Partners Lp shares in Q4 2017, an estimated $272K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Western Gas Partners Lp in Q1 2017 and held it in 3 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Western Gas Partners Lp position peaked at $320K in Q1 2017.
  • 228 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2017, filed 12 Feb 2018.