ECM
WES

Evergreen Capital Management’s Western Gas Partners Lp WES Stock Holding History

Evergreen Capital 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
-93,282
Closed -$3.94M – 433
2018
Q4 		$3.94M Sell
93,282
-57,675
-38% -$2.57M 0.41% 61
2018
Q3 		$6.59M Sell
150,957
-2,270
-1% -$113K 0.58% 41
2018
Q2 		$7.42M Sell
153,227
-80,813
-35% -$3.93M 0.7% 34
2018
Q1 		$9.99M Buy
234,040
+16,587
+8% +$807K 0.96% 23
2017
Q4 		$10.5M Sell
217,453
-11,321
-5% -$538K 1.06% 22
2017
Q3 		$11.7M Buy
228,774
+123,175
+117% +$6.4M 1.37% 20
2017
Q2 		$5.91M Buy
105,599
+16,480
+18% +$936K 0.95% 31
2017
Q1 		$5.39M Sell
89,119
-54,995
-38% -$3.4M 1.12% 31
2016
Q4 		$8.47M Sell
144,114
-11,700
-8% -$659K 1.64% 19
2016
Q3 		$8.58M Sell
155,814
-610
-0.4% -$30.6K 1.69% 17
2016
Q2 		$7.88M Sell
156,424
-1,550
-1% -$74.9K 1.71% 13
2016
Q1 		$6.86M Buy
+157,974
New +$5.83M 1.57% 17

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

Evergreen Capital Management's WES Position: Q1 2019 in Review

Evergreen Capital Management sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 93,282 shares — an estimated $3.94M sold.

Evergreen Capital Management first reported a position in WES in Q1 2016 and held it in 12 quarters. The position peaked at $11.7M in Q3 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Evergreen Capital Management reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Evergreen Capital Management sold 93,282 Western Gas Partners Lp shares in Q1 2019, an estimated $3.94M.
  • Evergreen Capital Management first reported a position in Western Gas Partners Lp in Q1 2016 and held it in 12 quarters.
  • Evergreen Capital Management's Western Gas Partners Lp position peaked at $11.7M in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

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