GRP
WES

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 $1.77B 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

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.