Commonwealth Equity Services
WES

Commonwealth Equity Services’s Western Gas Partners Lp WES Stock Holding History

Commonwealth Equity Services’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
-5,130
Closed -$216K – 2847
2018
Q4 		$216K Buy
5,130
+127
+3% +$5.65K ﹤0.01% 2268
2018
Q3 		$218K Sell
5,003
-409
-8% -$20.3K ﹤0.01% 2442
2018
Q2 		$262K Buy
5,412
+450
+9% +$21.9K ﹤0.01% 2246
2018
Q1 		$211K Buy
4,962
+295
+6% +$14.4K ﹤0.01% 2361
2017
Q4 		$224K Sell
4,667
-1,755
-27% -$83.5K ﹤0.01% 2286
2017
Q3 		$329K Buy
6,422
+1,555
+32% +$80.8K ﹤0.01% 1907
2017
Q2 		$272K Buy
4,867
+501
+11% +$28.5K ﹤0.01% 1988
2017
Q1 		$264K Sell
4,366
-81
-2% -$5.01K ﹤0.01% 1945
2016
Q4 		$261K Sell
4,447
-580
-12% -$32.7K ﹤0.01% 1868
2016
Q3 		$277K Sell
5,027
-7,236
-59% -$362K ﹤0.01% 1771
2016
Q2 		$618K Sell
12,263
-2,254
-16% -$109K 0.01% 1224
2016
Q1 		$630K Sell
14,517
-420
-3% -$15.5K 0.01% 1192
2015
Q4 		$710K Sell
14,937
-743
-5% -$35.8K 0.01% 1106
2015
Q3 		$734K Sell
15,680
-13,022
-45% -$736K 0.01% 1038
2015
Q2 		$1.82M Buy
28,702
+1,201
+4% +$81.5K 0.02% 658
2015
Q1 		$1.81M Sell
27,501
-1,148
-4% -$79.3K 0.02% 640
2014
Q4 		$2.09M Sell
28,649
-135
-0.5% -$9.52K 0.02% 563
2014
Q3 		$2.16M Buy
28,784
+2,975
+12% +$225K 0.03% 536
2014
Q2 		$1.97M Buy
25,809
+7,210
+39% +$510K 0.02% 564
2014
Q1 		$1.23M Buy
18,599
+2,483
+15% +$154K 0.02% 700
2013
Q4 		$994K Sell
16,116
-1,024
-6% -$61.8K 0.01% 771
2013
Q3 		$1.03M Buy
17,140
+144
+0.8% +$8.74K 0.02% 702
2013
Q2 		$1.1M Buy
+16,996
New +$1.02M 0.02% 633

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

Commonwealth Equity Services's WES Position: Q1 2019 in Review

Commonwealth Equity Services sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 5,130 shares — an estimated $216K sold.

Commonwealth Equity Services first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $2.16M in Q3 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Commonwealth Equity Services reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,130 Western Gas Partners Lp shares in Q1 2019, an estimated $216K.
  • Commonwealth Equity Services first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
  • Commonwealth Equity Services's Western Gas Partners Lp position peaked at $2.16M in Q3 2014.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Commonwealth Equity Services's 13F filing for Q1 2019, filed 13 May 2019.