BC
WES

Barnett & Company’s Western Gas Partners Lp WES Stock Holding History

Barnett & Company’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
-13,145
Closed -$555K – 348
2018
Q4 		$555K Sell
13,145
-1,200
-8% -$53.4K 0.32% 60
2018
Q3 		$627K Hold
14,345
– – 0.29% 65
2018
Q2 		$694K Sell
14,345
-500
-3% -$24.3K 0.34% 64
2018
Q1 		$633K Hold
14,845
– – 0.32% 69
2017
Q4 		$714K Hold
14,845
– – 0.35% 73
2017
Q3 		$761K Sell
14,845
-1,225
-8% -$63.7K 0.39% 73
2017
Q2 		$899K Hold
16,070
– – 0.43% 74
2017
Q1 		$971K Hold
16,070
– – 0.53% 62
2016
Q4 		$944K Sell
16,070
-280
-2% -$15.8K 0.49% 65
2016
Q3 		$900K Sell
16,350
-125
-0.8% -$6.26K 0.48% 64
2016
Q2 		$830K Hold
16,475
– – 0.46% 64
2016
Q1 		$715K Sell
16,475
-2,000
-11% -$73.8K 0.38% 69
2015
Q4 		$878K Hold
18,475
– – 0.46% 66
2015
Q3 		$865K Sell
18,475
-500
-3% -$28.3K 0.42% 74
2015
Q2 		$1.2M Sell
18,975
-740
-4% -$50.2K 0.5% 70
2015
Q1 		$1.3M Hold
19,715
– – 0.51% 67
2014
Q4 		$1.44M Sell
19,715
-5,700
-22% -$402K 0.56% 62
2014
Q3 		$1.91M Sell
25,415
-330
-1% -$25K 0.76% 43
2014
Q2 		$1.97M Sell
25,745
-390
-1% -$27.6K 0.83% 37
2014
Q1 		$1.73M Sell
26,135
-580
-2% -$36.1K 0.78% 43
2013
Q4 		$1.65M Sell
26,715
-3,685
-12% -$223K 0.77% 47
2013
Q3 		$1.83M Buy
30,400
+3,980
+15% +$242K 0.94% 36
2013
Q2 		$1.71M Buy
+26,420
New +$1.58M 0.94% 31

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

Barnett & Company's WES Position: Q1 2019 in Review

Barnett & Company sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 13,145 shares — an estimated $555K sold.

Barnett & Company first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $1.97M in Q2 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Barnett & Company reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Barnett & Company sold 13,145 Western Gas Partners Lp shares in Q1 2019, an estimated $555K.
  • Barnett & Company first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
  • Barnett & Company's Western Gas Partners Lp position peaked at $1.97M in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Barnett & Company's 13F filing for Q1 2019, filed 26 Apr 2019.