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YorkBridge Wealth Partners’s Western Gas Partners Lp WES Stock Holding History

YorkBridge Wealth Partners’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
-180
Closed -$9K – 964
2017
Q3 		$9K Buy
180
+35
+24% +$1.82K ﹤0.01% 655
2017
Q2 		$8K Buy
145
+55
+61% +$3.12K ﹤0.01% 669
2017
Q1 		$5K Buy
90
+16
+22% +$989 ﹤0.01% 699
2016
Q4 		$4K Buy
+74
New +$4.17K ﹤0.01% 704

Other funds holding WES

TCA
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

YorkBridge Wealth Partners's WES Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Western Gas Partners Lp (WES) in Q4 2017, closing a stake of 180 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in WES in Q4 2016 and held it in 4 quarters. The position peaked at $9K in Q3 2017. 228 funds tracked by Wall St. Rank hold WES as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Western Gas Partners Lp position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 180 Western Gas Partners Lp shares in Q4 2017, an estimated $9K.
  • YorkBridge Wealth Partners first reported a position in Western Gas Partners Lp in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Western Gas Partners Lp position peaked at $9K in Q3 2017.
  • 228 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.