Plancorp LLC’s Western Gas Partners Lp WES Stock Holding History

Plancorp LLC’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
2018 Q4	–	Sell	-4,600	Closed	-$201K	–	182
2018 Q3	$201K	Buy	+4,600	New	+$228K	0.08%	168

Other funds holding WES

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Plancorp LLC's WES Position: Q4 2018 in Review

Plancorp LLC sold out of Western Gas Partners Lp (WES) in Q4 2018, closing a stake of 4,600 shares — an estimated $201K sold.

Plancorp LLC first reported a position in WES in Q3 2018 and held it in 1 quarter. The position peaked at $201K in Q3 2018. 225 funds tracked by Wall St. Rank hold WES as of Q4 2018.

Plancorp LLC reported no remaining Western Gas Partners Lp position as of Q4 2018 after selling out during the quarter.
Plancorp LLC sold 4,600 Western Gas Partners Lp shares in Q4 2018, an estimated $201K.
Plancorp LLC first reported a position in Western Gas Partners Lp in Q3 2018 and held it in 1 quarter.
Plancorp LLC's Western Gas Partners Lp position peaked at $201K in Q3 2018.
225 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2018.

Based on Plancorp LLC's 13F filing for Q4 2018, filed 14 Feb 2019.