PWM
WES

Perigon Wealth Management’s Western Gas Partners Lp WES Stock Holding History

Perigon Wealth 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
2017
Q2 		– Sell
-4,000
Closed -$242K – 652
2017
Q1 		$242K Hold
4,000
– – 0.05% 237
2016
Q4 		$248K Buy
+4,000
New +$225K 0.05% 226

Other funds holding WES

FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Perigon Wealth Management's WES Position: Q2 2017 in Review

Perigon Wealth Management sold out of Western Gas Partners Lp (WES) in Q2 2017, closing a stake of 4,000 shares — an estimated $242K sold.

Perigon Wealth Management first reported a position in WES in Q4 2016 and held it in 2 quarters. The position peaked at $248K in Q4 2016. 219 funds tracked by Wall St. Rank hold WES as of Q2 2017.

  • Perigon Wealth Management reported no remaining Western Gas Partners Lp position as of Q2 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 4,000 Western Gas Partners Lp shares in Q2 2017, an estimated $242K.
  • Perigon Wealth Management first reported a position in Western Gas Partners Lp in Q4 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Western Gas Partners Lp position peaked at $248K in Q4 2016.
  • 219 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2017.

Based on Perigon Wealth Management's 13F filing for Q2 2017, filed 12 Sep 2017.