SPC
WES

Sigma Planning Corp’s Western Gas Partners Lp WES Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-5,235
Closed -$223K – 968
2018
Q1 		$223K Buy
5,235
+6
+0.1% +$292 0.02% 733
2017
Q4 		$251K Sell
5,229
-478
-8% -$22.7K 0.02% 681
2017
Q3 		$293K Buy
5,707
+13
+0.2% +$676 0.02% 618
2017
Q2 		$319K Buy
5,694
+12
+0.2% +$682 0.03% 551
2017
Q1 		$343K Buy
5,682
+589
+12% +$36.4K 0.03% 524
2016
Q4 		$299K Buy
5,093
+5
+0.1% +$282 0.03% 525
2016
Q3 		$280K Buy
5,088
+51
+1% +$2.55K 0.03% 540
2016
Q2 		$254K Sell
5,037
-165
-3% -$7.97K 0.03% 541
2016
Q1 		$226K Sell
5,202
-483
-8% -$17.8K 0.03% 557
2015
Q4 		$270K Buy
5,685
+16
+0.3% +$770 0.04% 489
2015
Q3 		$265K Buy
+5,669
New +$320K 0.04% 466
2015
Q2 		– Sell
-6,255
Closed -$412K – 811
2015
Q1 		$412K Sell
6,255
-43,334
-87% -$2.99M 0.05% 403
2014
Q4 		$3.62M Buy
+49,589
New +$3.5M 0.48% 45

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sigma Planning Corp's WES Position: Q2 2018 in Review

Sigma Planning Corp sold out of Western Gas Partners Lp (WES) in Q2 2018, closing a stake of 5,235 shares — an estimated $223K sold.

Sigma Planning Corp first reported a position in WES in Q4 2014 and held it in 13 quarters. The position peaked at $3.62M in Q4 2014. 207 funds tracked by Wall St. Rank hold WES as of Q2 2018.

  • Sigma Planning Corp reported no remaining Western Gas Partners Lp position as of Q2 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 5,235 Western Gas Partners Lp shares in Q2 2018, an estimated $223K.
  • Sigma Planning Corp first reported a position in Western Gas Partners Lp in Q4 2014 and held it in 13 quarters.
  • Sigma Planning Corp's Western Gas Partners Lp position peaked at $3.62M in Q4 2014.
  • 207 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2018.

Based on Sigma Planning Corp's 13F filing for Q2 2018, filed 2 Aug 2018.