TCA
WES

Tortoise Capital Advisors’s Western Gas Partners Lp WES Stock Holding History

Tortoise Capital 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
2019
Q1 		– Sell
-15,779,164
Closed -$666M – 188
2018
Q4 		$666M Sell
15,779,164
-516,574
-3% -$23M 4.85% 8
2018
Q3 		$712M Buy
16,295,738
+1,333,515
+9% +$66.1M 4.15% 10
2018
Q2 		$724M Buy
14,962,223
+1,296,811
+9% +$63.1M 4.65% 7
2018
Q1 		$583M Sell
13,665,412
-158,046
-1% -$7.69M 4.09% 10
2017
Q4 		$665M Buy
13,823,458
+975,597
+8% +$46.4M 4.36% 6
2017
Q3 		$659M Buy
12,847,861
+803,574
+7% +$41.8M 4.31% 6
2017
Q2 		$674M Buy
12,044,287
+176,965
+1% +$10.1M 4.37% 7
2017
Q1 		$717M Sell
11,867,322
-440,010
-4% -$27.2M 4.4% 5
2016
Q4 		$723M Sell
12,307,332
-168,706
-1% -$9.51M 4.65% 6
2016
Q3 		$687M Sell
12,476,038
-229,496
-2% -$11.5M 4.59% 9
2016
Q2 		$640M Sell
12,705,534
-198,654
-2% -$9.6M 4.48% 10
2016
Q1 		$560M Buy
12,904,188
+1,818,135
+16% +$67.1M 4.49% 10
2015
Q4 		$481M Buy
11,086,053
+795,738
+8% +$38.3M 4.06% 9
2015
Q3 		$482M Buy
10,290,315
+1,238,879
+14% +$70M 3.8% 9
2015
Q2 		$574M Buy
9,051,436
+466,486
+5% +$31.7M 3.5% 8
2015
Q1 		$565M Buy
8,584,950
+327,345
+4% +$22.6M 3.36% 9
2014
Q4 		$603M Buy
8,257,605
+501,776
+6% +$35.4M 3.59% 8
2014
Q3 		$582M Sell
7,755,829
-267,166
-3% -$20.2M 3.21% 8
2014
Q2 		$614M Buy
8,022,995
+207,678
+3% +$14.7M 3.31% 8
2014
Q1 		$517M Buy
7,815,317
+588,517
+8% +$36.6M 3.43% 8
2013
Q4 		$446M Buy
7,226,800
+610,429
+9% +$36.9M 3.24% 9
2013
Q3 		$398M Buy
6,616,371
+194,552
+3% +$11.8M 3.12% 12
2013
Q2 		$417M Buy
+6,421,819
New +$385M 3.47% 11

Other funds holding WES

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
CWA
Cypress Wealth Advisors San Francisco, California $87.4M AUM 8.8% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Tortoise Capital Advisors's WES Position: Q1 2019 in Review

Tortoise Capital Advisors sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 15,779,164 shares — an estimated $666M sold.

Tortoise Capital Advisors first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $724M in Q2 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Tortoise Capital Advisors reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Tortoise Capital Advisors sold 15,779,164 Western Gas Partners Lp shares in Q1 2019, an estimated $666M.
  • Tortoise Capital Advisors first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
  • Tortoise Capital Advisors's Western Gas Partners Lp position peaked at $724M in Q2 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Tortoise Capital Advisors's 13F filing for Q1 2019, filed 13 May 2019.