CWA
WES

Cypress Wealth Advisors’s Western Gas Partners Lp WES Stock Holding History

Cypress Wealth Advisors’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 		$2.49M Buy
79,475
+66,840
+529% +$3.21M 2.85% 9
2018
Q4 		$534K Sell
12,635
-15,375
-55% -$684K 0.73% 42
2018
Q3 		$1.22M Buy
28,010
+305
+1% +$15.1K 1.29% 30
2018
Q2 		$1.34M Sell
27,705
-1,300
-4% -$63.3K 1.45% 26
2018
Q1 		$1.24M Buy
29,005
+775
+3% +$37.7K 1.34% 28
2017
Q4 		$1.36M Buy
+28,230
New +$1.34M 1.3% 29
2017
Q2 		– Sell
-13,155
Closed -$795K – 217
2017
Q1 		$795K Sell
13,155
-550
-4% -$34K 0.36% 60
2016
Q4 		$805K Sell
13,705
-50
-0.4% -$2.82K 0.37% 63
2016
Q3 		$757K Buy
13,755
+1,600
+13% +$80.1K 0.34% 64
2016
Q2 		$613K Buy
12,155
+725
+6% +$35K 0.3% 77
2016
Q1 		$496K Buy
11,430
+1,100
+11% +$40.6K 0.23% 96
2015
Q4 		$491K Hold
10,330
– – 0.25% 93
2015
Q3 		$484K Hold
10,330
– – 0.26% 91
2015
Q2 		$655K Buy
+10,330
New +$701K 0.38% 66

Other funds holding WES

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 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

Cypress Wealth Advisors's WES Position: Q1 2019 in Review

Cypress Wealth Advisors increased its Western Gas Partners Lp (WES) stake by 529% in Q1 2019, buying an estimated $3.21M and bringing the position to 79,475 shares worth $2.49M. The position accounts for 2.85% of the portfolio, ranked #9.

Cypress Wealth Advisors first reported a position in WES in Q2 2015 and has held it in 14 quarters since. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Cypress Wealth Advisors held 79,475 shares of Western Gas Partners Lp worth $2.49M as of Q1 2019.
  • Cypress Wealth Advisors bought 66,840 Western Gas Partners Lp shares in Q1 2019, an estimated $3.21M.
  • Western Gas Partners Lp made up 2.85% of Cypress Wealth Advisors's portfolio in Q1 2019, its #9 holding.
  • Cypress Wealth Advisors first reported a position in Western Gas Partners Lp in Q2 2015 and has held it in 14 quarters since.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.