VWM
WES

Valley Wealth Managers’s Western Gas Partners Lp WES Stock Holding History

Valley Wealth Managers’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
2017
Q2 		– Sell
-450
Closed -$27K – 203
2017
Q1 		$27K Hold
450
– – ﹤0.01% 151
2016
Q4 		$26K Hold
450
– – ﹤0.01% 153
2016
Q3 		$25K Buy
450
+50
+13% +$2.5K ﹤0.01% 154
2016
Q2 		$20K Buy
+400
New +$19.3K ﹤0.01% 161

Other funds holding WES

FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Valley Wealth Managers's WES Position: Q2 2017 in Review

Valley Wealth Managers sold out of Western Gas Partners Lp (WES) in Q2 2017, closing a stake of 450 shares — an estimated $27K sold.

Valley Wealth Managers first reported a position in WES in Q2 2016 and held it in 4 quarters. The position peaked at $27K in Q1 2017. 219 funds tracked by Wall St. Rank hold WES as of Q2 2017.

  • Valley Wealth Managers reported no remaining Western Gas Partners Lp position as of Q2 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 450 Western Gas Partners Lp shares in Q2 2017, an estimated $27K.
  • Valley Wealth Managers first reported a position in Western Gas Partners Lp in Q2 2016 and held it in 4 quarters.
  • Valley Wealth Managers's Western Gas Partners Lp position peaked at $27K in Q1 2017.
  • 219 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.