CRIG
WES

Charter Research & Investment Group’s Western Gas Partners Lp WES Stock Holding History

Charter Research & Investment Group’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
-30,110
Closed -$1.27M – 83
2018
Q4 		$1.27M Sell
30,110
-450
-1% -$20K 1.61% 25
2018
Q3 		$1.33M Hold
30,560
– – 1.46% 29
2018
Q2 		$1.48M Hold
30,560
– – 1.7% 25
2018
Q1 		$1.3M Sell
30,560
-400
-1% -$19.5K 1.56% 29
2017
Q4 		$1.49M Buy
+30,960
New +$1.47M 1.67% 28
2016
Q3 		$1.7M Hold
30,960
– – 2% 21
2016
Q2 		$1.56M Hold
30,960
– – 1.78% 23
2016
Q1 		$1.34M Sell
30,960
-425
-1% -$15.7K 1.54% 28
2015
Q4 		$1.49M Buy
31,385
+6,575
+27% +$316K 1.73% 24
2015
Q3 		$1.16M Sell
24,810
-6,150
-20% -$348K 1.53% 26
2015
Q2 		$1.96M Sell
30,960
-350
-1% -$23.8K 2.18% 20
2015
Q1 		$2.06M Hold
31,310
– – 2.28% 20
2014
Q4 		$2.29M Buy
+31,310
New +$2.21M 2.5% 15

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

Charter Research & Investment Group's WES Position: Q1 2019 in Review

Charter Research & Investment Group sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 30,110 shares — an estimated $1.27M sold.

Charter Research & Investment Group first reported a position in WES in Q4 2014 and held it in 13 quarters. The position peaked at $2.29M in Q4 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Charter Research & Investment Group reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Charter Research & Investment Group sold 30,110 Western Gas Partners Lp shares in Q1 2019, an estimated $1.27M.
  • Charter Research & Investment Group first reported a position in Western Gas Partners Lp in Q4 2014 and held it in 13 quarters.
  • Charter Research & Investment Group's Western Gas Partners Lp position peaked at $2.29M in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Charter Research & Investment Group's 13F filing for Q1 2019, filed 15 May 2019.