PMFA
WES

Plante Moran Financial Advisors’s Western Gas Partners Lp WES Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-29
Closed -$1K – 1040
2017
Q4 		$1K Buy
+29
New +$1.38K ﹤0.01% 870

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Plante Moran Financial Advisors's WES Position: Q1 2018 in Review

Plante Moran Financial Advisors sold out of Western Gas Partners Lp (WES) in Q1 2018, closing a stake of 29 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in WES in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 215 funds tracked by Wall St. Rank hold WES as of Q1 2018.

  • Plante Moran Financial Advisors reported no remaining Western Gas Partners Lp position as of Q1 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 29 Western Gas Partners Lp shares in Q1 2018, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Western Gas Partners Lp in Q4 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Western Gas Partners Lp position peaked at $1K in Q4 2017.
  • 215 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2018, filed 1 May 2018.