CIBC Private Wealth Group
WES

CIBC Private Wealth Group’s Western Gas Partners Lp WES Stock Holding History

CIBC Private Wealth 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
-95,944
Closed -$4.05M – 973
2018
Q4 		$4.05M Buy
95,944
+56,941
+146% +$2.53M 0.02% 364
2018
Q3 		$1.7M Sell
39,003
-1,830
-4% -$90.7K 0.01% 555
2018
Q2 		$1.98M Sell
40,833
-712,494
-95% -$34.7M 0.01% 500
2018
Q1 		$32.1M Sell
753,327
-480,105
-39% -$23.4M 0.14% 162
2017
Q4 		$59.3M Buy
1,233,432
+48,171
+4% +$2.29M 0.25% 112
2017
Q3 		$60.8M Buy
1,185,261
+631,062
+114% +$32.8M 0.28% 100
2017
Q2 		$31M Sell
554,199
-21,118
-4% -$1.2M 0.19% 108
2017
Q1 		$34.8M Sell
575,317
-99,032
-15% -$6.12M 0.22% 107
2016
Q4 		$39.6M Sell
674,349
-81,185
-11% -$4.57M 0.26% 92
2016
Q3 		$41.6M Buy
755,534
+17,898
+2% +$896K 0.29% 86
2016
Q2 		$37.2M Sell
737,636
-73,075
-9% -$3.53M 0.27% 91
2016
Q1 		$35.2M Buy
810,711
+418,525
+107% +$15.4M 0.27% 90
2015
Q4 		$18.6M Sell
392,186
-99,873
-20% -$4.81M 0.15% 140
2015
Q3 		$23M Sell
492,059
-355,942
-42% -$20.1M 0.19% 111
2015
Q2 		$53.7M Buy
848,001
+116,952
+16% +$7.94M 0.39% 75
2015
Q1 		$48.1M Buy
731,049
+40,741
+6% +$2.81M 0.36% 81
2014
Q4 		$50.4M Buy
690,308
+560,604
+432% +$39.5M 0.39% 78
2014
Q3 		$9.73M Sell
129,704
-153,892
-54% -$11.6M 0.08% 197
2014
Q2 		$21.7M Buy
283,596
+168,024
+145% +$11.9M 0.18% 121
2014
Q1 		$7.85M Buy
+115,572
New +$7.19M 0.07% 211

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

CIBC Private Wealth Group's WES Position: Q1 2019 in Review

CIBC Private Wealth Group sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 95,944 shares — an estimated $4.05M sold.

CIBC Private Wealth Group first reported a position in WES in Q1 2014 and held it in 20 quarters. The position peaked at $60.8M in Q3 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • CIBC Private Wealth Group reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • CIBC Private Wealth Group sold 95,944 Western Gas Partners Lp shares in Q1 2019, an estimated $4.05M.
  • CIBC Private Wealth Group first reported a position in Western Gas Partners Lp in Q1 2014 and held it in 20 quarters.
  • CIBC Private Wealth Group's Western Gas Partners Lp position peaked at $60.8M in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on CIBC Private Wealth Group's 13F filing for Q1 2019, filed 10 May 2019.