AIA
WES

Avalon Investment & Advisory’s Western Gas Partners Lp WES Stock Holding History

Avalon Investment & Advisory’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
-29,249
Closed -$1.24M – 368
2018
Q4 		$1.24M Buy
29,249
+10,631
+57% +$473K 0.03% 226
2018
Q3 		$813K Buy
18,618
+4,398
+31% +$218K 0.02% 271
2018
Q2 		$688K Buy
14,220
+687
+5% +$33.4K 0.02% 281
2018
Q1 		$577K Buy
13,533
+5,205
+63% +$253K 0.02% 292
2017
Q4 		$400K Buy
+8,328
New +$396K 0.01% 317
2017
Q3 		– Sell
-11,812
Closed -$661K – 426
2017
Q2 		$661K Buy
11,812
+488
+4% +$27.7K 0.02% 294
2017
Q1 		$685K Buy
11,324
+2,963
+35% +$183K 0.02% 277
2016
Q4 		$491K Buy
+8,361
New +$471K 0.02% 287

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

Avalon Investment & Advisory's WES Position: Q1 2019 in Review

Avalon Investment & Advisory sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 29,249 shares — an estimated $1.24M sold.

Avalon Investment & Advisory first reported a position in WES in Q4 2016 and held it in 8 quarters. The position peaked at $1.24M in Q4 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Avalon Investment & Advisory reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 29,249 Western Gas Partners Lp shares in Q1 2019, an estimated $1.24M.
  • Avalon Investment & Advisory first reported a position in Western Gas Partners Lp in Q4 2016 and held it in 8 quarters.
  • Avalon Investment & Advisory's Western Gas Partners Lp position peaked at $1.24M in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Avalon Investment & Advisory's 13F filing for Q1 2019, filed 24 Apr 2019.