Avestar Capital’s Western Gas Partners Lp WES Stock Holding History

Avestar Capital’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	-1,721	Closed	-$71K	–	1034
2018 Q4	$71K	Hold	1,721	–	–	0.05%	223
2018 Q3	$74K	Buy	1,721 +223	+15%	+$11.1K	0.04%	233
2018 Q2	$70K	Buy	1,498 +477	+47%	+$23.2K	0.04%	242
2018 Q1	$41K	Buy	1,021 +300	+42%	+$14.6K	0.03%	267
2017 Q4	$33K	Buy	+721	New	+$34.3K	0.02%	294

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

Avestar Capital's WES Position: Q1 2019 in Review

Avestar Capital sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 1,721 shares — an estimated $71K sold.

Avestar Capital first reported a position in WES in Q4 2017 and held it in 5 quarters. The position peaked at $74K in Q3 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

Avestar Capital reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
Avestar Capital sold 1,721 Western Gas Partners Lp shares in Q1 2019, an estimated $71K.
Avestar Capital first reported a position in Western Gas Partners Lp in Q4 2017 and held it in 5 quarters.
Avestar Capital's Western Gas Partners Lp position peaked at $74K in Q3 2018.
7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Avestar Capital's 13F filing for Q1 2019, filed 9 May 2019.