BWP
WES

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

Baldwin 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
2019
Q1 		– Sell
-9,600
Closed -$405K – 543
2018
Q4 		$405K Hold
9,600
– – 0.07% 131
2018
Q3 		$419K Hold
9,600
– – 0.06% 144
2018
Q2 		$465K Hold
9,600
– – 0.07% 130
2018
Q1 		$410K Buy
9,600
+2,000
+26% +$97.3K 0.07% 137
2017
Q4 		$365K Buy
7,600
+1,950
+35% +$92.7K 0.06% 153
2017
Q3 		$290K Buy
5,650
+1,000
+22% +$52K 0.05% 165
2017
Q2 		$260K Hold
4,650
– – 0.04% 172
2017
Q1 		$281K Hold
4,650
– – 0.05% 166
2016
Q4 		$273K Hold
4,650
– – 0.05% 161
2016
Q3 		$256K Hold
4,650
– – 0.05% 163
2016
Q2 		$234K Hold
4,650
– – 0.05% 158
2016
Q1 		$202K Sell
4,650
-17,835
-79% -$658K 0.04% 198
2015
Q4 		$1.07M Sell
22,485
-12,528
-36% -$603K 0.17% 120
2015
Q3 		$1.64M Sell
35,013
-355
-1% -$20.1K 0.28% 81
2015
Q2 		$2.24M Buy
35,368
+125
+0.4% +$8.49K 0.33% 69
2015
Q1 		$2.32M Buy
35,243
+6,245
+22% +$431K 0.34% 70
2014
Q4 		$2.12M Buy
28,998
+9,770
+51% +$689K 0.31% 75
2014
Q3 		$1.44M Buy
19,228
+400
+2% +$30.3K 0.2% 99
2014
Q2 		$1.44M Sell
18,828
-1,185
-6% -$83.9K 0.21% 95
2014
Q1 		$1.32M Hold
20,013
– – 0.21% 103
2013
Q4 		$1.24M Sell
20,013
-2,585
-11% -$156K 0.2% 109
2013
Q3 		$1.36M Buy
22,598
+53
+0.2% +$3.22K 0.25% 95
2013
Q2 		$1.46M Buy
+22,545
New +$1.35M 0.29% 87

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

Baldwin Wealth Partners's WES Position: Q1 2019 in Review

Baldwin Wealth Partners sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 9,600 shares — an estimated $405K sold.

Baldwin Wealth Partners first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $2.32M in Q1 2015. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Baldwin Wealth Partners reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Baldwin Wealth Partners sold 9,600 Western Gas Partners Lp shares in Q1 2019, an estimated $405K.
  • Baldwin Wealth Partners first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
  • Baldwin Wealth Partners's Western Gas Partners Lp position peaked at $2.32M in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Baldwin Wealth Partners's 13F filing for Q1 2019, filed 24 Apr 2019.