Rockefeller Capital Management
WES

Rockefeller Capital Management’s Western Gas Partners Lp WES Stock Holding History

Rockefeller Capital Management’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
2019
Q1 		– Sell
-46,405
Closed -$1.96M – 1957
2018
Q4 		$1.96M Buy
46,405
+6,554
+16% +$292K 0.03% 188
2018
Q3 		$1.74M Hold
39,851
– – 0.03% 176
2018
Q2 		$1.93M Hold
39,851
– – 0.03% 171
2018
Q1 		$1.7M Buy
+39,851
New +$1.94M 0.03% 185

Other funds holding WES

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
CWA
Cypress Wealth Advisors San Francisco, California $87.4M AUM 8.8% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Rockefeller Capital Management's WES Position: Q1 2019 in Review

Rockefeller Capital Management sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 46,405 shares — an estimated $1.96M sold.

Rockefeller Capital Management first reported a position in WES in Q1 2018 and held it in 4 quarters. The position peaked at $1.96M in Q4 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Rockefeller Capital Management reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Rockefeller Capital Management sold 46,405 Western Gas Partners Lp shares in Q1 2019, an estimated $1.96M.
  • Rockefeller Capital Management first reported a position in Western Gas Partners Lp in Q1 2018 and held it in 4 quarters.
  • Rockefeller Capital Management's Western Gas Partners Lp position peaked at $1.96M in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Rockefeller Capital Management's 13F filing for Q1 2019, filed 10 May 2019.