AR
WES

Advisory Research’s Western Gas Partners Lp WES Stock Holding History

Advisory Research’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
2019
Q1 		– Sell
-1,860,638
Closed -$78.6M – 410
2018
Q4 		$78.6M Buy
1,860,638
+371,273
+25% +$16.5M 1.66% 14
2018
Q3 		$65.1M Buy
1,489,365
+534,003
+56% +$26.5M 1.06% 21
2018
Q2 		$46.2M Buy
955,362
+870,002
+1,019% +$42.3M 0.74% 30
2018
Q1 		$3.64M Hold
85,360
– – 0.07% 169
2017
Q4 		$4.11M Buy
85,360
+50,000
+141% +$2.38M 0.07% 164
2017
Q3 		$1.81M Hold
35,360
– – 0.03% 229
2017
Q2 		$1.98M Sell
35,360
-324
-0.9% -$18.4K 0.03% 223
2017
Q1 		$2.16M Sell
35,684
-807
-2% -$49.9K 0.03% 241
2016
Q4 		$2.14M Sell
36,491
-266
-0.7% -$15K 0.03% 208
2016
Q3 		$2.02M Buy
36,757
+11,080
+43% +$555K 0.03% 147
2016
Q2 		$1.29M Sell
25,677
-4,845
-16% -$234K 0.02% 166
2016
Q1 		$1.32M Sell
30,522
-1,034,725
-97% -$38.2M 0.03% 163
2015
Q4 		$50.6M Sell
1,065,247
-86,805
-8% -$4.18M 0.77% 44
2015
Q3 		$53.9M Sell
1,152,052
-21,305
-2% -$1.2M 0.77% 42
2015
Q2 		$74.4M Sell
1,173,357
-12,871
-1% -$874K 0.84% 30
2015
Q1 		$78.1M Sell
1,186,228
-21,601
-2% -$1.49M 0.85% 30
2014
Q4 		$88.2M Sell
1,207,829
-5,239
-0.4% -$369K 0.92% 29
2014
Q3 		$91M Sell
1,213,068
-40,555
-3% -$3.07M 0.88% 36
2014
Q2 		$95.9M Sell
1,253,623
-27,354
-2% -$1.94M 0.89% 36
2014
Q1 		$84.8M Buy
1,280,977
+13,740
+1% +$855K 0.88% 38
2013
Q4 		$78.2M Sell
1,267,237
-129,634
-9% -$7.83M 0.8% 44
2013
Q3 		$84M Buy
1,396,871
+16,289
+1% +$989K 0.9% 34
2013
Q2 		$89.6M Buy
+1,380,582
New +$82.8M 1.01% 30

Other funds holding WES

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
CWA
Cypress Wealth Advisors San Francisco, California $87.4M AUM 8.8% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Advisory Research's WES Position: Q1 2019 in Review

Advisory Research sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 1,860,638 shares — an estimated $78.6M sold.

Advisory Research first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $95.9M in Q2 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Advisory Research reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Advisory Research sold 1,860,638 Western Gas Partners Lp shares in Q1 2019, an estimated $78.6M.
  • Advisory Research first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
  • Advisory Research's Western Gas Partners Lp position peaked at $95.9M in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Advisory Research's 13F filing for Q1 2019, filed 15 May 2019.