MFS
WES

MSI Financial Services’s Western Gas Partners Lp WES Stock Holding History

MSI Financial Services’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
2016
Q4 		$78K Sell
1,326
-2,990
-69% -$168K ﹤0.01% 1597
2016
Q3 		$238K Sell
4,316
-25
-0.6% -$1.25K 0.01% 978
2016
Q2 		$219K Buy
4,341
+25
+0.6% +$1.21K 0.01% 980
2016
Q1 		$187K Buy
4,316
+38
+0.9% +$1.4K 0.01% 1015
2015
Q4 		$203K Buy
4,278
+1,298
+44% +$62.5K 0.01% 941
2015
Q3 		$140K Sell
2,980
-417
-12% -$23.6K 0.01% 782
2015
Q2 		$215K Buy
3,397
+450
+15% +$30.5K 0.02% 693
2015
Q1 		$194K Sell
2,947
-61
-2% -$4.21K 0.01% 750
2014
Q4 		$220K Buy
3,008
+13
+0.4% +$917 0.02% 560
2014
Q3 		$225K Buy
2,995
+12
+0.4% +$908 0.03% 553
2014
Q2 		$228K Buy
2,983
+11
+0.4% +$779 0.03% 528
2014
Q1 		$197K Buy
2,972
+13
+0.4% +$809 0.03% 529
2013
Q4 		$183K Buy
2,959
+13
+0.4% +$785 0.03% 530
2013
Q3 		$177K Buy
2,946
+11
+0.4% +$668 0.03% 479
2013
Q2 		$190K Buy
+2,935
New +$176K 0.04% 426

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSI Financial Services's WES Position: Q4 2016 in Review

MSI Financial Services reduced its Western Gas Partners Lp (WES) stake by 69% in Q4 2016, selling an estimated $168K and leaving 1,326 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

MSI Financial Services first reported a position in WES in Q2 2013 and has held it in 15 quarters since. The position peaked at $238K in Q3 2016. 212 funds tracked by Wall St. Rank hold WES as of Q4 2016.

  • MSI Financial Services held 1,326 shares of Western Gas Partners Lp worth $78K as of Q4 2016.
  • MSI Financial Services sold 2,990 Western Gas Partners Lp shares in Q4 2016, an estimated $168K.
  • Western Gas Partners Lp made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1597 holding.
  • MSI Financial Services first reported a position in Western Gas Partners Lp in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Western Gas Partners Lp position peaked at $238K in Q3 2016.
  • 212 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.