AWM
WES

Avior Wealth Management’s Western Gas Partners Lp WES Stock Holding History

Avior Wealth Management’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
-8,253
Closed -$348K – 777
2018
Q4 		$348K Hold
8,253
– – 0.08% 222
2018
Q3 		$360K Buy
8,253
+492
+6% +$24.4K 0.08% 233
2018
Q2 		$374K Buy
7,761
+826
+12% +$40.2K 0.08% 214
2018
Q1 		$296K Hold
6,935
– – 0.07% 233
2017
Q4 		$334K Buy
6,935
+6,566
+1,779% +$312K 0.07% 223
2017
Q3 		$19K Buy
369
+30
+9% +$1.56K 0.01% 284
2017
Q2 		$19K Hold
339
– – 0.01% 259
2017
Q1 		$20K Hold
339
– – 0.01% 297
2016
Q4 		$20K Hold
339
– – 0.01% 290
2016
Q3 		$19K Sell
339
-21
-6% -$1.05K 0.01% 300
2016
Q2 		$18K Hold
360
– – 0.01% 293
2016
Q1 		$16K Hold
360
– – 0.01% 312
2015
Q4 		$17K Buy
360
+53
+17% +$2.55K 0.01% 267
2015
Q3 		$14K Buy
307
+33
+12% +$1.86K 0.01% 267
2015
Q2 		$17K Buy
+274
New +$18.6K 0.01% 227

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

Avior Wealth Management's WES Position: Q1 2019 in Review

Avior Wealth Management sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 8,253 shares — an estimated $348K sold.

Avior Wealth Management first reported a position in WES in Q2 2015 and held it in 15 quarters. The position peaked at $374K in Q2 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Avior Wealth Management reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Avior Wealth Management sold 8,253 Western Gas Partners Lp shares in Q1 2019, an estimated $348K.
  • Avior Wealth Management first reported a position in Western Gas Partners Lp in Q2 2015 and held it in 15 quarters.
  • Avior Wealth Management's Western Gas Partners Lp position peaked at $374K in Q2 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Avior Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.