SIC
WES

Salem Investment Counselors’s Western Gas Partners Lp WES Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-1,000
Closed -$43K – 563
2018
Q2 		$43K Hold
1,000
– – ﹤0.01% 305
2018
Q1 		$43K Hold
1,000
– – ﹤0.01% 303
2017
Q4 		$51K Hold
1,000
– – 0.01% 312
2017
Q3 		$51K Hold
1,000
– – 0.01% 305
2017
Q2 		$56K Hold
1,000
– – 0.01% 303
2017
Q1 		$60K Hold
1,000
– – 0.01% 368
2016
Q4 		$55K Hold
1,000
– – 0.01% 351
2016
Q3 		$551 Buy
+1,000
New +$50.1K 0.01% 310

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Salem Investment Counselors's WES Position: Q3 2018 in Review

Salem Investment Counselors sold out of Western Gas Partners Lp (WES) in Q3 2018, closing a stake of 1,000 shares — an estimated $43K sold.

Salem Investment Counselors first reported a position in WES in Q3 2016 and held it in 8 quarters. The position peaked at $60K in Q1 2017. 212 funds tracked by Wall St. Rank hold WES as of Q3 2018.

  • Salem Investment Counselors reported no remaining Western Gas Partners Lp position as of Q3 2018 after selling out during the quarter.
  • Salem Investment Counselors sold 1,000 Western Gas Partners Lp shares in Q3 2018, an estimated $43K.
  • Salem Investment Counselors first reported a position in Western Gas Partners Lp in Q3 2016 and held it in 8 quarters.
  • Salem Investment Counselors's Western Gas Partners Lp position peaked at $60K in Q1 2017.
  • 212 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q3 2018.

Based on Salem Investment Counselors's 13F filing for Q3 2018, filed 14 Nov 2018.