RFA
WES

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

Reilly 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
2017
Q2 		– Sell
-100
Closed -$6K – 1016
2017
Q1 		$6K Hold
100
– – ﹤0.01% 727
2016
Q4 		$6K Hold
100
– – ﹤0.01% 658
2016
Q3 		$6K Hold
100
– – ﹤0.01% 633
2016
Q2 		$5K Hold
100
– – ﹤0.01% 624
2016
Q1 		$4K Hold
100
– – ﹤0.01% 994
2015
Q4 		$5K Hold
100
– – ﹤0.01% 954
2015
Q3 		$5K Hold
100
– – ﹤0.01% 983
2015
Q2 		$6K Sell
100
-1,500
-94% -$102K ﹤0.01% 1045
2015
Q1 		$105K Buy
+1,600
New +$110K 0.02% 262
2014
Q2 		– Sell
-1,500
Closed -$99K – 930
2014
Q1 		$99K Hold
1,500
– – 0.02% 172
2013
Q4 		$93K Hold
1,500
– – 0.02% 170
2013
Q3 		$91K Sell
1,500
-2
-0.1% -$121 0.03% 147
2013
Q2 		$94K Buy
+1,502
New +$90.1K 0.03% 147

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

Reilly Financial Advisors's WES Position: Q2 2017 in Review

Reilly Financial Advisors sold out of Western Gas Partners Lp (WES) in Q2 2017, closing a stake of 100 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in WES in Q2 2013 and held it in 13 quarters. The position peaked at $105K in Q1 2015. 219 funds tracked by Wall St. Rank hold WES as of Q2 2017.

  • Reilly Financial Advisors reported no remaining Western Gas Partners Lp position as of Q2 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 100 Western Gas Partners Lp shares in Q2 2017, an estimated $6K.
  • Reilly Financial Advisors first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 13 quarters.
  • Reilly Financial Advisors's Western Gas Partners Lp position peaked at $105K in Q1 2015.
  • 219 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2017.

Based on Reilly Financial Advisors's 13F filing for Q2 2017, filed 19 Jul 2017.