Global Retirement Partners’s Western Gas Partners Lp WES Stock Holding History

Global Retirement Partners’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	-83	Closed	-$3K	–	1599
2018 Q4	$3K	Buy	83 +2	+2%	+$89	﹤0.01%	1307
2018 Q3	$4K	Buy	81 +2	+3%	+$99	﹤0.01%	1308
2018 Q2	$4K	Buy	79 +1	+1%	+$49	﹤0.01%	1282
2018 Q1	$3K	Buy	78 +1	+1%	+$49	﹤0.01%	1312
2017 Q4	$4K	Buy	77 +2	+3%	+$95	﹤0.01%	1198
2017 Q3	$4K	Buy	+75	New	+$3.9K	﹤0.01%	1072

Other funds holding WES

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 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 $766M AUM 16.04% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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 $1.05B AUM 21.28% 1-Year Est. Return

Global Retirement Partners's WES Position: Q1 2019 in Review

Global Retirement Partners sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 83 shares — an estimated $3K sold.

Global Retirement Partners first reported a position in WES in Q3 2017 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

Global Retirement Partners reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
Global Retirement Partners sold 83 Western Gas Partners Lp shares in Q1 2019, an estimated $3K.
Global Retirement Partners first reported a position in Western Gas Partners Lp in Q3 2017 and held it in 6 quarters.
Global Retirement Partners's Western Gas Partners Lp position peaked at $4K in Q3 2018.
7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Global Retirement Partners's 13F filing for Q1 2019, filed 7 May 2019.