Creative Planning
WES

Creative Planning’s Western Gas Partners Lp WES Stock Holding History

Creative Planning’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
-55,890
Closed -$2.36M – 2154
2018
Q4 		$2.36M Sell
55,890
-16,317
-23% -$726K 0.01% 392
2018
Q3 		$3.15M Sell
72,207
-1,659
-2% -$82.3K 0.01% 373
2018
Q2 		$3.57M Sell
73,866
-26,178
-26% -$1.27M 0.01% 334
2018
Q1 		$4.27M Sell
100,044
-255,659
-72% -$12.4M 0.02% 284
2017
Q4 		$17.1M Buy
355,703
+12,182
+4% +$579K 0.07% 102
2017
Q3 		$17.6M Buy
343,521
+99,893
+41% +$5.19M 0.08% 98
2017
Q2 		$13.6M Buy
243,628
+62,426
+34% +$3.55M 0.07% 111
2017
Q1 		$11M Buy
181,202
+45,043
+33% +$2.78M 0.06% 118
2016
Q4 		$8M Buy
136,159
+6,573
+5% +$370K 0.05% 156
2016
Q3 		$7.13M Buy
129,586
+35,503
+38% +$1.78M 0.05% 160
2016
Q2 		$4.74M Buy
94,083
+13,879
+17% +$671K 0.03% 174
2016
Q1 		$3.48M Buy
80,204
+48,488
+153% +$1.79M 0.03% 202
2015
Q4 		$1.51M Buy
31,716
+8,258
+35% +$397K 0.01% 384
2015
Q3 		$1.1M Buy
+23,458
New +$1.33M 0.01% 447
2015
Q2 		– Sell
-700
Closed -$46K – 4302
2015
Q1 		$46K Sell
700
-1,362
-66% -$94.1K ﹤0.01% 2089
2014
Q4 		$151K Sell
2,062
-720
-26% -$50.8K ﹤0.01% 1306
2014
Q3 		$209K Sell
2,782
-839
-23% -$63.5K ﹤0.01% 1037
2014
Q2 		$277K Buy
3,621
+1,441
+66% +$102K ﹤0.01% 874
2014
Q1 		$144K Buy
2,180
+351
+19% +$21.8K ﹤0.01% 1172
2013
Q4 		$113K Hold
1,829
– – ﹤0.01% 1135
2013
Q3 		$110K Buy
1,829
+163
+10% +$9.89K ﹤0.01% 1068
2013
Q2 		$108K Buy
+1,666
New +$99.9K ﹤0.01% 944

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

Creative Planning's WES Position: Q1 2019 in Review

Creative Planning sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 55,890 shares — an estimated $2.36M sold.

Creative Planning first reported a position in WES in Q2 2013 and held it in 22 quarters. The position peaked at $17.6M in Q3 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Creative Planning reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Creative Planning sold 55,890 Western Gas Partners Lp shares in Q1 2019, an estimated $2.36M.
  • Creative Planning first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 22 quarters.
  • Creative Planning's Western Gas Partners Lp position peaked at $17.6M in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.