WWMSC
WES

Wagner Wealth Management (South Carolina)’s Western Gas Partners Lp WES Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$37K Hold
850
– – 0.02% 278
2018
Q2 		$41K Buy
+850
New +$41.4K 0.03% 253

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wagner Wealth Management (South Carolina)'s WES Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Western Gas Partners Lp (WES) position steady in Q3 2018 at 850 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #278.

Wagner Wealth Management (South Carolina) first reported a position in WES in Q2 2018 and has held it in 2 quarters since. The position peaked at $41K in Q2 2018. 212 funds tracked by Wall St. Rank hold WES as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 850 shares of Western Gas Partners Lp worth $37K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Western Gas Partners Lp share count unchanged in Q3 2018.
  • Western Gas Partners Lp made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #278 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Western Gas Partners Lp in Q2 2018 and has held it in 2 quarters since.
  • Wagner Wealth Management (South Carolina)'s Western Gas Partners Lp position peaked at $41K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.