CWM
WES

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

Cedar 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
-400
Closed -$17K – 179
2018
Q4 		$17K Buy
+400
New +$17.8K 0.01% 121

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

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

Cedar Wealth Management sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 400 shares — an estimated $17K sold.

Cedar Wealth Management first reported a position in WES in Q4 2018 and held it in 1 quarter. The position peaked at $17K in Q4 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Cedar Wealth Management reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Cedar Wealth Management sold 400 Western Gas Partners Lp shares in Q1 2019, an estimated $17K.
  • Cedar Wealth Management first reported a position in Western Gas Partners Lp in Q4 2018 and held it in 1 quarter.
  • Cedar Wealth Management's Western Gas Partners Lp position peaked at $17K in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Cedar Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.