RFS
WES

Rockefeller Financial Services’s Western Gas Partners Lp WES Stock Holding History

Rockefeller Financial Services’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
Q4 		$1.92M Sell
39,851
-400
-1% -$19K 0.03% 191
2017
Q3 		$2.06M Sell
40,251
-1,130
-3% -$58.7K 0.04% 152
2017
Q2 		$2.31M Sell
41,381
-200
-0.5% -$11.4K 0.05% 134
2017
Q1 		$2.51M Buy
41,581
+100
+0.2% +$6.18K 0.05% 132
2016
Q4 		$2.44M Hold
41,481
– – 0.05% 138
2016
Q3 		$2.28M Hold
41,481
– – 0.05% 134
2016
Q2 		$2.09M Hold
41,481
– – 0.04% 143
2016
Q1 		$1.8M Hold
41,481
– – 0.04% 151
2015
Q4 		$1.97M Sell
41,481
-1,719
-4% -$82.7K 0.04% 153
2015
Q3 		$2.02M Hold
43,200
– – 0.04% 148
2015
Q2 		$2.74M Hold
43,200
– – 0.06% 137
2015
Q1 		$2.85M Buy
43,200
+1,130
+3% +$78K 0.06% 135
2014
Q4 		$3.07M Hold
42,070
– – 0.07% 131
2014
Q3 		$3.16M Hold
42,070
– – 0.07% 138
2014
Q2 		$3.22M Hold
42,070
– – 0.07% 153
2014
Q1 		$2.79M Hold
42,070
– – 0.06% 165
2013
Q4 		$2.6M Hold
42,070
– – 0.06% 176
2013
Q3 		$2.53M Hold
42,070
– – 0.06% 178
2013
Q2 		$2.73M Buy
+42,070
New +$2.52M 0.07% 177

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Rockefeller Financial Services's WES Position: Q4 2017 in Review

Rockefeller Financial Services reduced its Western Gas Partners Lp (WES) stake by 0.99% in Q4 2017, selling an estimated $19K and leaving 39,851 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #191.

Rockefeller Financial Services first reported a position in WES in Q2 2013 and has held it in 19 quarters since. The position peaked at $3.22M in Q2 2014. 228 funds tracked by Wall St. Rank hold WES as of Q4 2017.

  • Rockefeller Financial Services held 39,851 shares of Western Gas Partners Lp worth $1.92M as of Q4 2017.
  • Rockefeller Financial Services sold 400 Western Gas Partners Lp shares in Q4 2017, an estimated $19K.
  • Western Gas Partners Lp made up 0.03% of Rockefeller Financial Services's portfolio in Q4 2017, its #191 holding.
  • Rockefeller Financial Services first reported a position in Western Gas Partners Lp in Q2 2013 and has held it in 19 quarters since.
  • Rockefeller Financial Services's Western Gas Partners Lp position peaked at $3.22M in Q2 2014.
  • 228 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.