NPIT
WES

National Penn Investors Trust’s Western Gas Partners Lp WES Stock Holding History

National Penn Investors Trust’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
Q1 		$434K Buy
10,000
+2,500
+33% +$92.3K 0.05% 145
2015
Q4 		$356K Hold
7,500
– – 0.04% 160
2015
Q3 		$351K Buy
7,500
+2,500
+50% +$141K 0.04% 154
2015
Q2 		$317K Buy
+5,000
New +$339K 0.03% 178

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 23.41% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Penn Investors Trust's WES Position: Q1 2016 in Review

National Penn Investors Trust increased its Western Gas Partners Lp (WES) stake by 33% in Q1 2016, buying an estimated $92.3K and bringing the position to 10,000 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #145.

National Penn Investors Trust first reported a position in WES in Q2 2015 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold WES as of Q1 2016.

  • National Penn Investors Trust held 10,000 shares of Western Gas Partners Lp worth $434K as of Q1 2016.
  • National Penn Investors Trust bought 2,500 Western Gas Partners Lp shares in Q1 2016, an estimated $92.3K.
  • Western Gas Partners Lp made up 0.05% of National Penn Investors Trust's portfolio in Q1 2016, its #145 holding.
  • National Penn Investors Trust first reported a position in Western Gas Partners Lp in Q2 2015 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.