CAPTRUST Financial Advisors
WES

CAPTRUST Financial Advisors’s Western Gas Partners Lp WES Stock Holding History

CAPTRUST Financial Advisors’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
-360
Closed -$15K – 1970
2018
Q4 		$15K Hold
360
– – ﹤0.01% 1121
2018
Q3 		$16K Buy
+360
New +$17.9K ﹤0.01% 1096

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

CAPTRUST Financial Advisors's WES Position: Q1 2019 in Review

CAPTRUST Financial Advisors sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 360 shares — an estimated $15K sold.

CAPTRUST Financial Advisors first reported a position in WES in Q3 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • CAPTRUST Financial Advisors reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 360 Western Gas Partners Lp shares in Q1 2019, an estimated $15K.
  • CAPTRUST Financial Advisors first reported a position in Western Gas Partners Lp in Q3 2018 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Western Gas Partners Lp position peaked at $16K in Q3 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2019, filed 15 May 2019.