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Tortoise Index Solutions’s Western Gas Partners Lp WES Stock Holding History

Tortoise Index Solutions’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
-36,699
Closed -$1.55M – 168
2018
Q4 		$1.55M Buy
36,699
+19,251
+110% +$856K 0.59% 26
2018
Q3 		$762K Buy
17,448
+2,884
+20% +$143K 0.5% 30
2018
Q2 		$705K Buy
14,564
+2,035
+16% +$99.1K 0.5% 30
2018
Q1 		$535K Buy
12,529
+131
+1% +$6.37K 0.49% 29
2017
Q4 		$596K Buy
+12,398
New +$590K 0.53% 30
2015
Q3 		$80K Buy
1,716
+316
+23% +$17.9K 0.39% 41
2015
Q2 		$89K Buy
+1,400
New +$95K 0.4% 40

Other funds holding WES

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 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 $766M AUM 16.04% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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 Index Solutions's WES Position: Q1 2019 in Review

Tortoise Index Solutions sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 36,699 shares — an estimated $1.55M sold.

Tortoise Index Solutions first reported a position in WES in Q2 2015 and held it in 7 quarters. The position peaked at $1.55M in Q4 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Tortoise Index Solutions reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Tortoise Index Solutions sold 36,699 Western Gas Partners Lp shares in Q1 2019, an estimated $1.55M.
  • Tortoise Index Solutions first reported a position in Western Gas Partners Lp in Q2 2015 and held it in 7 quarters.
  • Tortoise Index Solutions's Western Gas Partners Lp position peaked at $1.55M in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Tortoise Index Solutions's 13F filing for Q1 2019, filed 13 May 2019.