NVIM
WES

New Vernon Investment Management’s Western Gas Partners Lp WES Stock Holding History

New Vernon Investment Management’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
2013
Q4 		– Sell
-20,000
Closed -$1.2M – 49
2013
Q3 		$1.2M Hold
20,000
– – 1.46% 26
2013
Q2 		$1.3M Buy
+20,000
New +$1.2M 1.53% 24

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New Vernon Investment Management's WES Position: Q4 2013 in Review

New Vernon Investment Management sold out of Western Gas Partners Lp (WES) in Q4 2013, closing a stake of 20,000 shares — an estimated $1.2M sold.

New Vernon Investment Management first reported a position in WES in Q2 2013 and held it in 2 quarters. The position peaked at $1.3M in Q2 2013. 180 funds tracked by Wall St. Rank hold WES as of Q4 2013.

  • New Vernon Investment Management reported no remaining Western Gas Partners Lp position as of Q4 2013 after selling out during the quarter.
  • New Vernon Investment Management sold 20,000 Western Gas Partners Lp shares in Q4 2013, an estimated $1.2M.
  • New Vernon Investment Management first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 2 quarters.
  • New Vernon Investment Management's Western Gas Partners Lp position peaked at $1.3M in Q2 2013.
  • 180 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2013.

Based on New Vernon Investment Management's 13F filing for Q4 2013, filed 7 Feb 2014.