Ropes Wealth Advisors’s Western Gas Partners Lp WES Stock Holding History

Ropes Wealth 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 Q4	–	Sell	-350	Closed	-$15K	–	561
2018 Q3	$15K	Hold	350	–	–	﹤0.01%	432
2018 Q2	$17K	Hold	350	–	–	﹤0.01%	434
2018 Q1	$15K	Hold	350	–	–	﹤0.01%	431
2017 Q4	$17K	Hold	350	–	–	﹤0.01%	470
2017 Q3	$18K	Sell	350 -209	-37%	-$10.9K	﹤0.01%	427
2017 Q2	$31K	Buy	559 +209	+60%	+$11.9K	0.01%	371
2017 Q1	$21K	Hold	350	–	–	0.01%	399
2016 Q4	$21K	Hold	350	–	–	0.01%	403
2016 Q3	$19K	Hold	350	–	–	0.01%	371
2016 Q2	$18K	Hold	350	–	–	0.01%	335
2016 Q1	$15K	Hold	350	–	–	0.01%	310
2015 Q4	$17K	Hold	350	–	–	0.01%	315
2015 Q3	$16K	Sell	350 -1,050	-75%	-$59.4K	0.01%	325
2015 Q2	$89K	Sell	1,400 -350	-20%	-$23.8K	0.05%	161
2015 Q1	$115K	Buy	+1,750	New	+$121K	0.06%	153

Other funds holding WES

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ropes Wealth Advisors's WES Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of Western Gas Partners Lp (WES) in Q4 2018, closing a stake of 350 shares — an estimated $15K sold.

Ropes Wealth Advisors first reported a position in WES in Q1 2015 and held it in 15 quarters. The position peaked at $115K in Q1 2015. 225 funds tracked by Wall St. Rank hold WES as of Q4 2018.

Ropes Wealth Advisors reported no remaining Western Gas Partners Lp position as of Q4 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 350 Western Gas Partners Lp shares in Q4 2018, an estimated $15K.
Ropes Wealth Advisors first reported a position in Western Gas Partners Lp in Q1 2015 and held it in 15 quarters.
Ropes Wealth Advisors's Western Gas Partners Lp position peaked at $115K in Q1 2015.
225 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.