HB
WES

Homrich & Berg’s Western Gas Partners Lp WES Stock Holding History

Homrich & Berg’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
-9,995
Closed -$422K – 334
2018
Q4 		$422K Sell
9,995
-1,104
-10% -$49.1K 0.02% 204
2018
Q3 		$485K Sell
11,099
-462
-4% -$22.9K 0.03% 206
2018
Q2 		$559K Sell
11,561
-781
-6% -$38K 0.04% 185
2018
Q1 		$527K Sell
12,342
-331
-3% -$16.1K 0.04% 203
2017
Q4 		$609K Sell
12,673
-3,021
-19% -$144K 0.04% 184
2017
Q3 		$805K Buy
15,694
+690
+5% +$35.9K 0.06% 135
2017
Q2 		$839K Sell
15,004
-3,091
-17% -$176K 0.07% 115
2017
Q1 		$1.09M Buy
18,095
+6,110
+51% +$378K 0.09% 87
2016
Q4 		$704K Buy
11,985
+2,261
+23% +$127K 0.06% 121
2016
Q3 		$535K Buy
9,724
+3,723
+62% +$186K 0.05% 140
2016
Q2 		$302K Sell
6,001
-15,345
-72% -$742K 0.03% 199
2016
Q1 		$927K Buy
21,346
+3,330
+18% +$123K 0.09% 86
2015
Q4 		$856K Buy
18,016
+6,164
+52% +$297K 0.08% 92
2015
Q3 		$555K Buy
11,852
+1,258
+12% +$71.1K 0.06% 121
2015
Q2 		$671K Buy
10,594
+570
+6% +$38.7K 0.07% 113
2015
Q1 		$660K Hold
10,024
– – 0.06% 122
2014
Q4 		$732K Hold
10,024
– – 0.07% 113
2014
Q3 		$752K Hold
10,024
– – 0.08% 112
2014
Q2 		$767K Hold
10,024
– – 0.09% 94
2014
Q1 		$663K Hold
10,024
– – 0.09% 107
2013
Q4 		$618K Sell
10,024
-984
-9% -$59.4K 0.09% 105
2013
Q3 		$662K Buy
+11,008
New +$668K 0.1% 90

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

Homrich & Berg's WES Position: Q1 2019 in Review

Homrich & Berg sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 9,995 shares — an estimated $422K sold.

Homrich & Berg first reported a position in WES in Q3 2013 and held it in 22 quarters. The position peaked at $1.09M in Q1 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Homrich & Berg reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Homrich & Berg sold 9,995 Western Gas Partners Lp shares in Q1 2019, an estimated $422K.
  • Homrich & Berg first reported a position in Western Gas Partners Lp in Q3 2013 and held it in 22 quarters.
  • Homrich & Berg's Western Gas Partners Lp position peaked at $1.09M in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Homrich & Berg's 13F filing for Q1 2019, filed 14 May 2019.