Envestnet Asset Management
WES

Envestnet Asset Management’s Western Gas Partners Lp WES Stock Holding History

Envestnet Asset 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
-21,284
Closed -$899K – 3101
2018
Q4 		$899K Buy
+21,284
New +$947K ﹤0.01% 1809
2018
Q3 		– Sell
-2,004
Closed -$97K – 3200
2018
Q2 		$97K Buy
2,004
+1
+0% +$49 ﹤0.01% 1990
2018
Q1 		$88K Buy
2,003
+622
+45% +$30.3K ﹤0.01% 1956
2017
Q4 		$66K Sell
1,381
-544
-28% -$25.9K ﹤0.01% 2237
2017
Q3 		$99K Sell
1,925
-846
-31% -$44K ﹤0.01% 2082
2017
Q2 		$155K Buy
2,771
+875
+46% +$49.7K ﹤0.01% 1968
2017
Q1 		$115K Sell
1,896
-132
-7% -$8.16K ﹤0.01% 2135
2016
Q4 		$119K Sell
2,028
-435
-18% -$24.5K ﹤0.01% 2114
2016
Q3 		$136K Sell
2,463
-1,488
-38% -$74.5K ﹤0.01% 2198
2016
Q2 		$199K Buy
3,951
+465
+13% +$22.5K ﹤0.01% 2094
2016
Q1 		$151K Buy
+3,486
New +$129K ﹤0.01% 2223
2015
Q1 		– Sell
-132
Closed -$10K – 2731
2014
Q4 		$10K Buy
+132
New +$9.31K ﹤0.01% 1985

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

Envestnet Asset Management's WES Position: Q1 2019 in Review

Envestnet Asset Management sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 21,284 shares — an estimated $899K sold.

Envestnet Asset Management first reported a position in WES in Q4 2014 and held it in 12 quarters. The position peaked at $899K in Q4 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Envestnet Asset Management reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Envestnet Asset Management sold 21,284 Western Gas Partners Lp shares in Q1 2019, an estimated $899K.
  • Envestnet Asset Management first reported a position in Western Gas Partners Lp in Q4 2014 and held it in 12 quarters.
  • Envestnet Asset Management's Western Gas Partners Lp position peaked at $899K in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Envestnet Asset Management's 13F filing for Q1 2019, filed 10 May 2019.