RIA
WES

Regal Investment Advisors’s Western Gas Partners Lp WES Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-100
Closed -$4K – 1115
2015
Q3 		$4K Hold
100
– – ﹤0.01% 867
2015
Q2 		$6K Sell
100
-750
-88% -$50.9K ﹤0.01% 740
2015
Q1 		$56K Hold
850
– – 0.01% 411
2014
Q4 		$62K Hold
850
– – 0.02% 373
2014
Q3 		$64K Sell
850
-40
-4% -$3.03K 0.02% 383
2014
Q2 		$68K Buy
890
+764
+606% +$54.1K 0.02% 334
2014
Q1 		$8K Sell
126
-44
-26% -$2.74K ﹤0.01% 686
2013
Q4 		$10K Sell
170
-143
-46% -$8.64K 0.01% 602
2013
Q3 		$19K Buy
313
+153
+96% +$9.29K 0.01% 487
2013
Q2 		$10K Buy
+160
New +$9.6K 0.01% 601

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
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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Regal Investment Advisors's WES Position: Q4 2015 in Review

Regal Investment Advisors sold out of Western Gas Partners Lp (WES) in Q4 2015, closing a stake of 100 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in WES in Q2 2013 and held it in 10 quarters. The position peaked at $68K in Q2 2014. 183 funds tracked by Wall St. Rank hold WES as of Q4 2015.

  • Regal Investment Advisors reported no remaining Western Gas Partners Lp position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 100 Western Gas Partners Lp shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Western Gas Partners Lp position peaked at $68K in Q2 2014.
  • 183 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.