DWM
WES

Doyle Wealth Management’s Western Gas Partners Lp WES Stock Holding History

Doyle Wealth Management’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
-1,440
Closed -$61K – 874
2018
Q4 		$61K Buy
+1,440
New +$64.1K 0.01% 323

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

Doyle Wealth Management's WES Position: Q1 2019 in Review

Doyle Wealth Management sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 1,440 shares — an estimated $61K sold.

Doyle Wealth Management first reported a position in WES in Q4 2018 and held it in 1 quarter. The position peaked at $61K in Q4 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Doyle Wealth Management reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,440 Western Gas Partners Lp shares in Q1 2019, an estimated $61K.
  • Doyle Wealth Management first reported a position in Western Gas Partners Lp in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Western Gas Partners Lp position peaked at $61K in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.