MYIA
WES

Mount Yale Investment Advisors’s Western Gas Partners Lp WES Stock Holding History

Mount Yale Investment 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 		– Sell
-850
Closed -$40K – 954
2018
Q3 		$40K Buy
+850
New +$42.1K 0.01% 652

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

Mount Yale Investment Advisors's WES Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Western Gas Partners Lp (WES) in Q4 2018, closing a stake of 850 shares — an estimated $40K sold.

Mount Yale Investment Advisors first reported a position in WES in Q3 2018 and held it in 1 quarter. The position peaked at $40K in Q3 2018. 225 funds tracked by Wall St. Rank hold WES as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Western Gas Partners Lp position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 850 Western Gas Partners Lp shares in Q4 2018, an estimated $40K.
  • Mount Yale Investment Advisors first reported a position in Western Gas Partners Lp in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Western Gas Partners Lp position peaked at $40K in Q3 2018.
  • 225 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.