SFA
WES

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

Sequoia 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
2016
Q3 		– Sell
-4,821
Closed -$243K – 286
2016
Q2 		$243K Buy
+4,821
New +$233K 0.07% 200

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sequoia Financial Advisors's WES Position: Q3 2016 in Review

Sequoia Financial Advisors sold out of Western Gas Partners Lp (WES) in Q3 2016, closing a stake of 4,821 shares — an estimated $243K sold.

Sequoia Financial Advisors first reported a position in WES in Q2 2016 and held it in 1 quarter. The position peaked at $243K in Q2 2016. 194 funds tracked by Wall St. Rank hold WES as of Q3 2016.

  • Sequoia Financial Advisors reported no remaining Western Gas Partners Lp position as of Q3 2016 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,821 Western Gas Partners Lp shares in Q3 2016, an estimated $243K.
  • Sequoia Financial Advisors first reported a position in Western Gas Partners Lp in Q2 2016 and held it in 1 quarter.
  • Sequoia Financial Advisors's Western Gas Partners Lp position peaked at $243K in Q2 2016.
  • 194 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q3 2016.

Based on Sequoia Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.