Wellington Management Group
WES

Wellington Management Group’s Western Gas Partners Lp WES Stock Holding History

Wellington Management Group’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
Q4 		– Sell
-78,063
Closed -$4M – 2397
2017
Q3 		$4M Sell
78,063
-5,449
-7% -$283K ﹤0.01% 1541
2017
Q2 		$4.67M Buy
83,512
+16,475
+25% +$936K ﹤0.01% 1450
2017
Q1 		$4.05M Sell
67,037
-8,223
-11% -$508K ﹤0.01% 1512
2016
Q4 		$4.42M Buy
75,260
+45,381
+152% +$2.56M ﹤0.01% 1444
2016
Q3 		$1.65M Buy
+29,879
New +$1.5M ﹤0.01% 1697

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Wellington Management Group's WES Position: Q4 2017 in Review

Wellington Management Group sold out of Western Gas Partners Lp (WES) in Q4 2017, closing a stake of 78,063 shares — an estimated $4M sold.

Wellington Management Group first reported a position in WES in Q3 2016 and held it in 5 quarters. The position peaked at $4.67M in Q2 2017. 228 funds tracked by Wall St. Rank hold WES as of Q4 2017.

  • Wellington Management Group reported no remaining Western Gas Partners Lp position as of Q4 2017 after selling out during the quarter.
  • Wellington Management Group sold 78,063 Western Gas Partners Lp shares in Q4 2017, an estimated $4M.
  • Wellington Management Group first reported a position in Western Gas Partners Lp in Q3 2016 and held it in 5 quarters.
  • Wellington Management Group's Western Gas Partners Lp position peaked at $4.67M in Q2 2017.
  • 228 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2017.

Based on Wellington Management Group's 13F filing for Q4 2017, filed 13 Feb 2018.