Carroll Financial Associates’s Western Gas Partners Lp WES Stock Holding History

Carroll Financial Associates’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	-200	Closed	-$9K	–	1605
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	905
2018 Q3	$8K	Hold	200	–	–	﹤0.01%	974
2018 Q2	$9K	Hold	200	–	–	﹤0.01%	890
2018 Q1	$8K	Hold	200	–	–	﹤0.01%	912
2017 Q4	$9K	Hold	200	–	–	﹤0.01%	873
2017 Q3	$10K	Hold	200	–	–	﹤0.01%	827
2017 Q2	$11K	Hold	200	–	–	﹤0.01%	824
2017 Q1	$12K	Hold	200	–	–	﹤0.01%	794
2016 Q4	$11K	Hold	200	–	–	﹤0.01%	786
2016 Q3	$11K	Hold	200	–	–	﹤0.01%	810
2016 Q2	$10K	Hold	200	–	–	﹤0.01%	795
2016 Q1	$8K	Hold	200	–	–	﹤0.01%	826
2015 Q4	$9K	Hold	200	–	–	﹤0.01%	773
2015 Q3	$10K	Buy	+200	New	+$11.3K	﹤0.01%	728

Other funds holding WES

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 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 $766M AUM 16.04% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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 $1.05B AUM 21.28% 1-Year Est. Return

Carroll Financial Associates's WES Position: Q1 2019 in Review

Carroll Financial Associates sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 200 shares — an estimated $9K sold.

Carroll Financial Associates first reported a position in WES in Q3 2015 and held it in 14 quarters. The position peaked at $12K in Q1 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

Carroll Financial Associates reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
Carroll Financial Associates sold 200 Western Gas Partners Lp shares in Q1 2019, an estimated $9K.
Carroll Financial Associates first reported a position in Western Gas Partners Lp in Q3 2015 and held it in 14 quarters.
Carroll Financial Associates's Western Gas Partners Lp position peaked at $12K in Q1 2017.
7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Carroll Financial Associates's 13F filing for Q1 2019, filed 17 Apr 2019.