WA
WES

WealthTrust-Arizona’s Western Gas Partners Lp WES Stock Holding History

WealthTrust-Arizona’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
-321
Closed -$15K – 707
2017
Q4 		$15K Hold
321
– – 0.01% 345
2017
Q3 		$16K Hold
321
– – 0.01% 315
2017
Q2 		$18K Buy
321
+25
+8% +$1.42K 0.01% 288
2017
Q1 		$18K Buy
+296
New +$18.3K 0.01% 285
2014
Q2 		– Sell
-250
Closed -$17K – 775
2014
Q1 		$17K Buy
+250
New +$15.6K 0.02% 329

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

WealthTrust-Arizona's WES Position: Q1 2018 in Review

WealthTrust-Arizona sold out of Western Gas Partners Lp (WES) in Q1 2018, closing a stake of 321 shares — an estimated $15K sold.

WealthTrust-Arizona first reported a position in WES in Q1 2014 and held it in 5 quarters. The position peaked at $18K in Q2 2017. 214 funds tracked by Wall St. Rank hold WES as of Q1 2018.

  • WealthTrust-Arizona reported no remaining Western Gas Partners Lp position as of Q1 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 321 Western Gas Partners Lp shares in Q1 2018, an estimated $15K.
  • WealthTrust-Arizona first reported a position in Western Gas Partners Lp in Q1 2014 and held it in 5 quarters.
  • WealthTrust-Arizona's Western Gas Partners Lp position peaked at $18K in Q2 2017.
  • 214 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2018.

Based on WealthTrust-Arizona's 13F filing for Q1 2018, filed 18 Apr 2018.