FPS
WES

Fieldpoint Private Securities’s Western Gas Partners Lp WES Stock Holding History

Fieldpoint Private Securities’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
-666
Closed -$28K – 398
2018
Q4 		$28K Hold
666
– – 0.01% 315
2018
Q3 		$29K Hold
666
– – 0.01% 335
2018
Q2 		$32K Sell
666
-970
-59% -$47.2K 0.01% 331
2018
Q1 		$70K Buy
1,636
+875
+115% +$42.6K 0.03% 268
2017
Q4 		$37K Hold
761
– – 0.02% 304
2017
Q3 		$39K Hold
761
– – 0.02% 419
2017
Q2 		$43K Hold
761
– – 0.03% 114
2017
Q1 		$46K Buy
+761
New +$47K 0.04% 202

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

Fieldpoint Private Securities's WES Position: Q1 2019 in Review

Fieldpoint Private Securities sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 666 shares — an estimated $28K sold.

Fieldpoint Private Securities first reported a position in WES in Q1 2017 and held it in 8 quarters. The position peaked at $70K in Q1 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Fieldpoint Private Securities reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Fieldpoint Private Securities sold 666 Western Gas Partners Lp shares in Q1 2019, an estimated $28K.
  • Fieldpoint Private Securities first reported a position in Western Gas Partners Lp in Q1 2017 and held it in 8 quarters.
  • Fieldpoint Private Securities's Western Gas Partners Lp position peaked at $70K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Fieldpoint Private Securities's 13F filing for Q1 2019, filed 13 May 2019.