HT
WES

Heritage Trust’s Western Gas Partners Lp WES Stock Holding History

Heritage Trust’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
-1,500
Closed -$63K – 472
2018
Q4 		$63K Hold
1,500
– – 0.03% 195
2018
Q3 		$66K Hold
1,500
– – 0.02% 195
2018
Q2 		$73K Hold
1,500
– – 0.03% 176
2018
Q1 		$64K Hold
1,500
– – 0.02% 183
2017
Q4 		$72K Hold
1,500
– – 0.03% 166
2017
Q3 		$77K Hold
1,500
– – 0.03% 165
2017
Q2 		$84K Hold
1,500
– – 0.03% 151
2017
Q1 		$91K Buy
+1,500
New +$92.7K 0.03% 149

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

Heritage Trust's WES Position: Q1 2019 in Review

Heritage Trust sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 1,500 shares — an estimated $63K sold.

Heritage Trust first reported a position in WES in Q1 2017 and held it in 8 quarters. The position peaked at $91K in Q1 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Heritage Trust reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 1,500 Western Gas Partners Lp shares in Q1 2019, an estimated $63K.
  • Heritage Trust first reported a position in Western Gas Partners Lp in Q1 2017 and held it in 8 quarters.
  • Heritage Trust's Western Gas Partners Lp position peaked at $91K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.