Fortis Advisors’s Western Gas Partners Lp WES Stock Holding History

Fortis 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	–	Sell	-253	Closed	-$11K	–	350
2018 Q4	$11K	Hold	253	–	–	0.01%	268
2018 Q3	$11K	Hold	253	–	–	0.01%	267
2018 Q2	$12K	Hold	253	–	–	0.01%	264
2018 Q1	$11K	Hold	253	–	–	0.01%	241
2017 Q4	$12K	Hold	253	–	–	0.01%	228
2017 Q3	$13K	Buy	+253	New	+$13.1K	0.01%	222

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

Fortis Advisors's WES Position: Q1 2019 in Review

Fortis Advisors sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 253 shares — an estimated $11K sold.

Fortis Advisors first reported a position in WES in Q3 2017 and held it in 6 quarters. The position peaked at $13K in Q3 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

Fortis Advisors reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
Fortis Advisors sold 253 Western Gas Partners Lp shares in Q1 2019, an estimated $11K.
Fortis Advisors first reported a position in Western Gas Partners Lp in Q3 2017 and held it in 6 quarters.
Fortis Advisors's Western Gas Partners Lp position peaked at $13K in Q3 2017.
7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Fortis Advisors's 13F filing for Q1 2019, filed 15 May 2019.