Wealthspire Advisors (Maryland)’s Western Gas Partners Lp WES Stock Holding History

Wealthspire Advisors (Maryland)’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	–	Sell	-205	Closed	-$10K	–	2638
2018 Q2	$10K	Buy	205 +20	+11%	+$973	﹤0.01%	1570
2018 Q1	$8K	Hold	185	–	–	﹤0.01%	1665
2017 Q4	$9K	Buy	185 +23	+14%	+$1.09K	﹤0.01%	1657
2017 Q3	$8K	Buy	162 +10	+7%	+$520	﹤0.01%	1676
2017 Q2	$9K	Hold	152	–	–	﹤0.01%	1599
2017 Q1	$9K	Hold	152	–	–	﹤0.01%	1389
2016 Q4	$9K	Sell	152 -1,000	-87%	-$56.3K	﹤0.01%	1278
2016 Q3	$63K	Sell	1,152 -9	-0.8%	-$451	0.01%	717
2016 Q2	$59K	Hold	1,161	–	–	0.01%	697
2016 Q1	$50K	Buy	1,161 +1,023	+741%	+$37.8K	0.01%	702
2015 Q4	$7K	Buy	+138	New	+$6.64K	﹤0.01%	1296

Other funds holding WES

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WES Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Western Gas Partners Lp (WES) in Q3 2018, closing a stake of 205 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in WES in Q4 2015 and held it in 11 quarters. The position peaked at $63K in Q3 2016. 212 funds tracked by Wall St. Rank hold WES as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining Western Gas Partners Lp position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 205 Western Gas Partners Lp shares in Q3 2018, an estimated $10K.
Wealthspire Advisors (Maryland) first reported a position in Western Gas Partners Lp in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s Western Gas Partners Lp position peaked at $63K in Q3 2016.
212 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.