PH
WES

Pinnacle Holdings’s Western Gas Partners Lp WES Stock Holding History

Pinnacle Holdings’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 		– Sell
-6,600
Closed -$314K – 235
2015
Q4 		$314K Hold
6,600
– – 0.15% 141
2015
Q3 		$309K Hold
6,600
– – 0.13% 144
2015
Q2 		$418K Hold
6,600
– – 0.15% 141
2015
Q1 		$435K Hold
6,600
– – 0.16% 134
2014
Q4 		$482K Buy
+6,600
New +$465K 0.16% 131
2014
Q2 		– Sell
-7,600
Closed -$503K – 213
2014
Q1 		$503K Buy
+7,600
New +$473K 0.14% 130
2013
Q4 		– Sell
-7,600
Closed -$457K – 204
2013
Q3 		$457K Hold
7,600
– – 0.14% 115
2013
Q2 		$493K Buy
+7,600
New +$456K 0.15% 112

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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Holdings's WES Position: Q1 2016 in Review

Pinnacle Holdings sold out of Western Gas Partners Lp (WES) in Q1 2016, closing a stake of 6,600 shares — an estimated $314K sold.

Pinnacle Holdings first reported a position in WES in Q2 2013 and held it in 8 quarters. The position peaked at $503K in Q1 2014. 185 funds tracked by Wall St. Rank hold WES as of Q1 2016.

  • Pinnacle Holdings reported no remaining Western Gas Partners Lp position as of Q1 2016 after selling out during the quarter.
  • Pinnacle Holdings sold 6,600 Western Gas Partners Lp shares in Q1 2016, an estimated $314K.
  • Pinnacle Holdings first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 8 quarters.
  • Pinnacle Holdings's Western Gas Partners Lp position peaked at $503K in Q1 2014.
  • 185 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2016.

Based on Pinnacle Holdings's 13F filing for Q1 2016, filed 16 May 2016.