SPIA
WES

Steward Partners Investment Advisory’s Western Gas Partners Lp WES Stock Holding History

Steward Partners Investment Advisory’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
-50
Closed -$2K – 2666
2018
Q1 		$2K Buy
+50
New +$2.43K ﹤0.01% 2092

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 23.41% 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

Steward Partners Investment Advisory's WES Position: Q2 2018 in Review

Steward Partners Investment Advisory sold out of Western Gas Partners Lp (WES) in Q2 2018, closing a stake of 50 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in WES in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 207 funds tracked by Wall St. Rank hold WES as of Q2 2018.

  • Steward Partners Investment Advisory reported no remaining Western Gas Partners Lp position as of Q2 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 50 Western Gas Partners Lp shares in Q2 2018, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in Western Gas Partners Lp in Q1 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Western Gas Partners Lp position peaked at $2K in Q1 2018.
  • 207 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2018, filed 20 Jul 2018.