Truist Financial
WES

Truist Financial’s Western Gas Partners Lp WES Stock Holding History

Truist Financial’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
Q1 		– Sell
-10,000
Closed -$481K – 812
2017
Q4 		$481K Hold
10,000
– – 0.01% 594
2017
Q3 		$513K Hold
10,000
– – 0.01% 567
2017
Q2 		$559K Hold
10,000
– – 0.01% 542
2017
Q1 		$605K Sell
10,000
-100
-1% -$6.18K 0.01% 547
2016
Q4 		$594K Hold
10,100
– – 0.01% 559
2016
Q3 		$557K Buy
10,100
+100
+1% +$5.01K 0.01% 562
2016
Q2 		$504K Buy
+10,000
New +$483K 0.01% 581

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial's WES Position: Q1 2018 in Review

Truist Financial sold out of Western Gas Partners Lp (WES) in Q1 2018, closing a stake of 10,000 shares — an estimated $481K sold.

Truist Financial first reported a position in WES in Q2 2016 and held it in 7 quarters. The position peaked at $605K in Q1 2017. 214 funds tracked by Wall St. Rank hold WES as of Q1 2018.

  • Truist Financial reported no remaining Western Gas Partners Lp position as of Q1 2018 after selling out during the quarter.
  • Truist Financial sold 10,000 Western Gas Partners Lp shares in Q1 2018, an estimated $481K.
  • Truist Financial first reported a position in Western Gas Partners Lp in Q2 2016 and held it in 7 quarters.
  • Truist Financial's Western Gas Partners Lp position peaked at $605K in Q1 2017.
  • 214 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2018.

Based on Truist Financial's 13F filing for Q1 2018, filed 20 Apr 2018.